JWM
Janiczek Wealth Management’s Affiliated Managers Group AMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.34K | Buy |
15
+2
| +15% | +$313 | ﹤0.01% | 839 |
|
|
2024
Q1 | $2.18K | Hold |
13
| – | – | ﹤0.01% | 856 |
|
|
2023
Q4 | $1.97K | Sell |
13
-2
| -13% | -$303 | ﹤0.01% | 859 |
|
|
2023
Q3 | $1.96K | Buy |
15
+4
| +36% | +$522 | ﹤0.01% | 838 |
|
|
2023
Q2 | $1.65K | Buy |
11
+2
| +22% | +$300 | ﹤0.01% | 789 |
|
|
2023
Q1 | $1.28K | Hold |
9
| – | – | ﹤0.01% | 817 |
|
|
2022
Q4 | $1.53K | Hold |
9
| – | – | ﹤0.01% | 813 |
|
|
2022
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 800 |
|
|
2022
Q2 | $1K | Sell |
9
-22
| -71% | -$2.44K | ﹤0.01% | 822 |
|
|
2022
Q1 | $4K | Hold |
31
| – | – | ﹤0.01% | 681 |
|
|
2021
Q4 | $5K | Sell |
31
-3
| -9% | -$484 | ﹤0.01% | 693 |
|
|
2021
Q3 | $5K | Buy |
34
+25
| +278% | +$3.68K | ﹤0.01% | 680 |
|
|
2021
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 804 |
|
|
2021
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 769 |
|