Forum Financial Management’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
1,384
+2
| +0.1% | +$394 | ﹤0.01% | 725 |
|
|
2025
Q1 | $232K | Buy |
+1,382
| New | +$232K | ﹤0.01% | 740 |
|
|
2024
Q4 | – | Sell |
-1,380
| Closed | -$245K | – | 907 |
|
|
2024
Q3 | $245K | Buy |
1,380
+1
| +0.1% | +$178 | ﹤0.01% | 620 |
|
|
2024
Q2 | $215K | Buy |
1,379
+2
| +0.1% | +$312 | ﹤0.01% | 642 |
|
|
2024
Q1 | $231K | Hold |
1,377
| – | – | ﹤0.01% | 634 |
|
|
2023
Q4 | $209K | Buy |
+1,377
| New | +$209K | ﹤0.01% | 628 |
|
|
2023
Q3 | – | Sell |
-1,377
| Closed | -$206K | – | 641 |
|
|
2023
Q2 | $206K | Buy |
+1,377
| New | +$206K | ﹤0.01% | 603 |
|
|
2023
Q1 | – | Sell |
-1,377
| Closed | -$218K | – | 621 |
|
|
2022
Q4 | $218K | Buy |
+1,377
| New | +$218K | 0.01% | 516 |
|
|
2022
Q1 | – | Sell |
-1,326
| Closed | -$218K | – | 614 |
|
|
2021
Q4 | $218K | Buy |
+1,326
| New | +$218K | 0.01% | 576 |
|