Hillsdale Investment 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 | $618K | Sell |
3,140
-50
| -2% | -$9.84K | 0.02% | 385 |
|
2025
Q1 | $536K | Buy |
3,190
+100
| +3% | +$16.8K | 0.03% | 354 |
|
2024
Q4 | $571K | Sell |
3,090
-300
| -9% | -$55.5K | 0.03% | 344 |
|
2024
Q3 | $603K | Sell |
3,390
-350
| -9% | -$62.2K | 0.05% | 339 |
|
2024
Q2 | $584K | Hold |
3,740
| – | – | 0.05% | 298 |
|
2024
Q1 | $626K | Sell |
3,740
-10
| -0.3% | -$1.68K | 0.05% | 269 |
|
2023
Q4 | $568K | Sell |
3,750
-50
| -1% | -$7.57K | 0.05% | 266 |
|
2023
Q3 | $495K | Buy |
3,800
+700
| +23% | +$91.2K | 0.05% | 276 |
|
2023
Q2 | $465K | Hold |
3,100
| – | – | 0.04% | 258 |
|
2023
Q1 | $442K | Buy |
+3,100
| New | +$442K | 0.04% | 341 |
|
2022
Q1 | – | Sell |
-3,450
| Closed | -$567K | – | 551 |
|
2021
Q4 | $567K | Sell |
3,450
-250
| -7% | -$41.1K | 0.04% | 372 |
|
2021
Q3 | $559K | Buy |
+3,700
| New | +$559K | 0.04% | 380 |
|
2019
Q1 | – | Sell |
-2,650
| Closed | -$258K | – | 595 |
|
2018
Q4 | $258K | Buy |
2,650
+180
| +7% | +$17.5K | 0.03% | 384 |
|
2018
Q3 | $338K | Buy |
2,470
+50
| +2% | +$6.84K | 0.04% | 250 |
|
2018
Q2 | $360K | Hold |
2,420
| – | – | 0.04% | 267 |
|
2018
Q1 | $459K | Buy |
2,420
+320
| +15% | +$60.7K | 0.06% | 188 |
|
2017
Q4 | $431K | Buy |
+2,100
| New | +$431K | 0.07% | 224 |
|
2015
Q4 | – | Sell |
-400
| Closed | -$68K | – | 494 |
|
2015
Q3 | $68K | Hold |
400
| – | – | 0.02% | 406 |
|
2015
Q2 | $87K | Hold |
400
| – | – | 0.03% | 423 |
|
2015
Q1 | $86K | Buy |
+400
| New | +$86K | 0.02% | 423 |
|