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 |
|