Glassman Wealth Services’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13
| Closed | -$1.97K | – | 286 |
|
|
2023
Q4 | $1.97K | Sell |
13
-1
| -7% | -$151 | ﹤0.01% | 1351 |
|
|
2023
Q3 | $1.83K | Hold |
14
| – | – | ﹤0.01% | 1361 |
|
|
2023
Q2 | $2.1K | Hold |
14
| – | – | ﹤0.01% | 1229 |
|
|
2023
Q1 | $1.99K | Hold |
14
| – | – | ﹤0.01% | 1243 |
|
|
2022
Q4 | $2.22K | Hold |
14
| – | – | ﹤0.01% | 1237 |
|
|
2022
Q3 | $2K | Buy |
14
+1
| +8% | +$143 | ﹤0.01% | 1177 |
|
|
2022
Q2 | $2K | Buy |
13
+2
| +18% | +$308 | ﹤0.01% | 1194 |
|
|
2022
Q1 | $2K | Sell |
11
-6
| -35% | -$1.09K | ﹤0.01% | 1187 |
|
|
2021
Q4 | $3K | Buy |
17
+6
| +55% | +$1.06K | ﹤0.01% | 1072 |
|
|
2021
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 1129 |
|
|
2021
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 1105 |
|
|
2021
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 1057 |
|
|
2020
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 1146 |
|
|
2020
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 1085 |
|
|
2020
Q2 | $1K | Buy |
11
+3
| +38% | +$273 | ﹤0.01% | 948 |
|
|
2020
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 1110 |
|
|
2019
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 844 |
|
|
2019
Q3 | $1K | Sell |
8
-32
| -80% | -$4K | ﹤0.01% | 776 |
|
|
2019
Q2 | $4K | Buy |
40
+1
| +3% | +$100 | ﹤0.01% | 568 |
|
|
2019
Q1 | $4K | Hold |
39
| – | – | ﹤0.01% | 565 |
|
|
2018
Q4 | $4K | Sell |
39
-14
| -26% | -$1.44K | ﹤0.01% | 445 |
|
|
2018
Q3 | $7K | Hold |
53
| – | – | ﹤0.01% | 429 |
|
|
2018
Q2 | $8K | Buy |
53
+7
| +15% | +$1.06K | ﹤0.01% | 387 |
|
|
2018
Q1 | $9K | Hold |
46
| – | – | 0.01% | 361 |
|
|
2017
Q4 | $9K | Hold |
46
| – | – | 0.01% | 334 |
|
|
2017
Q3 | $9K | Hold |
46
| – | – | 0.01% | 307 |
|
|
2017
Q2 | $8K | Hold |
46
| – | – | 0.01% | 316 |
|
|
2017
Q1 | $8K | Hold |
46
| – | – | 0.01% | 364 |
|
|
2016
Q4 | $7K | Hold |
46
| – | – | 0.01% | 404 |
|
|
2016
Q3 | $7K | Buy |
46
+7
| +18% | +$1.07K | 0.01% | 329 |
|
|
2016
Q2 | $5K | Hold |
39
| – | – | ﹤0.01% | 377 |
|
|
2016
Q1 | $6K | Hold |
39
| – | – | 0.01% | 354 |
|
|
2015
Q4 | $6K | Hold |
39
| – | – | 0.01% | 355 |
|
|
2015
Q3 | $7K | Hold |
39
| – | – | 0.01% | 328 |
|
|
2015
Q2 | $9K | Hold |
39
| – | – | 0.01% | 331 |
|
|
2015
Q1 | $8K | Hold |
39
| – | – | 0.01% | 344 |
|
|
2014
Q4 | $8K | Buy |
+39
| New | +$8K | 0.01% | 391 |
|