Greenleaf Trust’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
$349K Sell
1,776
-26
-1% -$5.12K ﹤0.01% 583
2025
Q1
$303K Sell
1,802
-2
-0.1% -$336 ﹤0.01% 641
2024
Q4
$334K Buy
1,804
+11
+0.6% +$2.03K ﹤0.01% 621
2024
Q3
$319K Buy
1,793
+27
+2% +$4.8K ﹤0.01% 644
2024
Q2
$276K Sell
1,766
-15
-0.8% -$2.34K ﹤0.01% 642
2024
Q1
$298K Sell
1,781
-41
-2% -$6.87K ﹤0.01% 607
2023
Q4
$276K Buy
1,822
+115
+7% +$17.4K ﹤0.01% 618
2023
Q3
$222K Sell
1,707
-19
-1% -$2.48K ﹤0.01% 680
2023
Q2
$259K Sell
1,726
-87
-5% -$13K ﹤0.01% 637
2023
Q1
$258K Buy
1,813
+17
+0.9% +$2.42K ﹤0.01% 649
2022
Q4
$285K Buy
+1,796
New +$285K ﹤0.01% 600
2022
Q3
Sell
-1,885
Closed -$220K 711
2022
Q2
$220K Buy
1,885
+447
+31% +$52.2K ﹤0.01% 651
2022
Q1
$203K Buy
1,438
+92
+7% +$13K ﹤0.01% 726
2021
Q4
$221K Sell
1,346
-2
-0.1% -$328 ﹤0.01% 698
2021
Q3
$204K Buy
1,348
+27
+2% +$4.09K ﹤0.01% 695
2021
Q2
$204K Buy
+1,321
New +$204K ﹤0.01% 702
2019
Q4
Sell
-2,885
Closed -$240K 550
2019
Q3
$240K Buy
+2,885
New +$240K ﹤0.01% 465