JFS Wealth Advisors’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 | $5.71K | Sell |
29
-1
| -3% | -$197 | ﹤0.01% | 1038 |
|
|
2025
Q1 | $5.04K | Hold |
30
| – | – | ﹤0.01% | 1122 |
|
|
2024
Q4 | $5.55K | Hold |
30
| – | – | ﹤0.01% | 1093 |
|
|
2024
Q3 | $5.33K | Hold |
30
| – | – | ﹤0.01% | 1094 |
|
|
2024
Q2 | $4.69K | Hold |
30
| – | – | ﹤0.01% | 1087 |
|
|
2024
Q1 | $5.03K | Buy |
30
+1
| +3% | +$168 | ﹤0.01% | 1097 |
|
|
2023
Q4 | $4.39K | Sell |
29
-2
| -6% | -$303 | ﹤0.01% | 1118 |
|
|
2023
Q3 | $4.04K | Sell |
31
-13
| -30% | -$1.7K | ﹤0.01% | 1081 |
|
|
2023
Q2 | $6.6K | Hold |
44
| – | – | ﹤0.01% | 885 |
|
|
2023
Q1 | $6.27K | Sell |
44
-5
| -10% | -$712 | ﹤0.01% | 901 |
|
|
2022
Q4 | $7.76K | Buy |
49
+6
| +14% | +$951 | ﹤0.01% | 811 |
|
|
2022
Q3 | $5K | Buy |
43
+29
| +207% | +$3.37K | ﹤0.01% | 961 |
|
|
2022
Q2 | $2K | Sell |
14
-20
| -59% | -$2.86K | ﹤0.01% | 1271 |
|
|
2022
Q1 | $5K | Buy |
34
+20
| +143% | +$2.94K | ﹤0.01% | 1014 |
|
|
2021
Q4 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 1020 |
|
|
2016
Q2 | – | Sell |
-9
| Closed | -$1K | – | 503 |
|
|
2016
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 551 |
|