J.P. Morgan Private Wealth Advisors’s Affiliated Managers Group AMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.54M | Buy |
+19,507
| New | +$2.54M | 0.01% | 668 |
|
|
2023
Q2 | – | Sell |
-23,742
| Closed | -$3.38M | – | 1485 |
|
|
2023
Q1 | $3.38M | Buy |
23,742
+301
| +1% | +$42.9K | 0.01% | 702 |
|
|
2022
Q4 | $3.71M | Sell |
23,441
-3,074
| -12% | -$487K | 0.01% | 655 |
|
|
2022
Q3 | $2.97M | Buy |
26,515
+812
| +3% | +$90.8K | 0.01% | 715 |
|
|
2022
Q2 | $3M | Sell |
25,703
-4,732
| -16% | -$552K | 0.01% | 713 |
|
|
2022
Q1 | $4.29M | Sell |
30,435
-8,351
| -22% | -$1.18M | 0.01% | 666 |
|
|
2021
Q4 | $6.38M | Buy |
38,786
+2,176
| +6% | +$358K | 0.01% | 552 |
|
|
2021
Q3 | $5.53M | Buy |
36,610
+556
| +2% | +$84K | 0.01% | 568 |
|
|
2021
Q2 | $5.56M | Buy |
36,054
+14,614
| +68% | +$2.25M | 0.01% | 565 |
|
|
2021
Q1 | $3.2M | Sell |
21,440
-10,559
| -33% | -$1.57M | 0.01% | 619 |
|
|
2020
Q4 | $3.25M | Buy |
31,999
+12,967
| +68% | +$1.32M | 0.01% | 591 |
|
|
2020
Q3 | $1.3M | Sell |
19,032
-7,094
| -27% | -$485K | 0.01% | 781 |
|
|
2020
Q2 | $1.95M | Sell |
26,126
-9,086
| -26% | -$677K | 0.01% | 592 |
|
|
2020
Q1 | $2.08M | Buy |
35,212
+4,068
| +13% | +$241K | 0.01% | 534 |
|
|
2019
Q4 | $2.64M | Sell |
31,144
-19,008
| -38% | -$1.61M | 0.01% | 557 |
|
|
2019
Q3 | $4.18M | Sell |
50,152
-490
| -1% | -$40.8K | 0.02% | 443 |
|
|
2019
Q2 | $4.67M | Buy |
50,642
+2,810
| +6% | +$259K | 0.03% | 402 |
|
|
2019
Q1 | $5.12M | Buy |
47,832
+16,182
| +51% | +$1.73M | 0.03% | 396 |
|
|
2018
Q4 | $3.08M | Sell |
31,650
-21,248
| -40% | -$2.07M | 0.02% | 471 |
|
|
2018
Q3 | $7.23M | Sell |
52,898
-4,077
| -7% | -$557K | 0.04% | 357 |
|
|
2018
Q2 | $8.47M | Buy |
56,975
+4,361
| +8% | +$648K | 0.05% | 298 |
|
|
2018
Q1 | $9.97M | Sell |
52,614
-21,722
| -29% | -$4.12M | 0.07% | 233 |
|
|
2017
Q4 | $15.3M | Buy |
74,336
+29,288
| +65% | +$6.01M | 0.1% | 187 |
|
|
2017
Q3 | $8.55M | Buy |
45,048
+302
| +0.7% | +$57.3K | 0.06% | 249 |
|
|
2017
Q2 | $7.42M | Sell |
44,746
-12,393
| -22% | -$2.06M | 0.06% | 255 |
|
|
2017
Q1 | $9.37M | Buy |
57,139
+30,825
| +117% | +$5.05M | 0.07% | 222 |
|
|
2016
Q4 | $3.82M | Buy |
26,314
+2,354
| +10% | +$342K | 0.03% | 320 |
|
|
2016
Q3 | $3.47M | Buy |
23,960
+1,279
| +6% | +$185K | 0.03% | 334 |
|
|
2016
Q2 | $3.19M | Sell |
22,681
-787
| -3% | -$111K | 0.03% | 345 |
|
|
2016
Q1 | $3.81M | Buy |
23,468
+9,746
| +71% | +$1.58M | 0.04% | 290 |
|
|
2015
Q4 | $2.19M | Buy |
13,722
+2,978
| +28% | +$476K | 0.02% | 353 |
|
|
2015
Q3 | $1.84M | Sell |
10,744
-1,797
| -14% | -$307K | 0.02% | 346 |
|
|
2015
Q2 | $2.74M | Buy |
12,541
+2,511
| +25% | +$549K | 0.03% | 311 |
|
|
2015
Q1 | $2.15M | Sell |
10,030
-8,629
| -46% | -$1.85M | 0.02% | 363 |
|
|
2014
Q4 | $3.96M | Buy |
18,659
+3,181
| +21% | +$675K | 0.05% | 270 |
|
|
2014
Q3 | $3.1M | Sell |
15,478
-933
| -6% | -$187K | 0.04% | 309 |
|
|
2014
Q2 | $3.37M | Buy |
16,411
+1,552
| +10% | +$319K | 0.06% | 240 |
|
|
2014
Q1 | $2.97M | Buy |
14,859
+9,194
| +162% | +$1.84M | 0.05% | 240 |
|
|
2013
Q4 | $1.23M | Buy |
5,665
+3,939
| +228% | +$855K | 0.02% | 317 |
|
|
2013
Q3 | $315K | Buy |
+1,726
| New | +$315K | 0.01% | 503 |
|