JFS Wealth Advisors’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.92K | Hold |
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|
2025
Q2 | $5.71K | Sell |
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|
2025
Q1 | $5.04K | Hold |
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|
2024
Q4 | $5.55K | Hold |
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|
2024
Q3 | $5.33K | Hold |
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|
2024
Q2 | $4.69K | Hold |
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|
2024
Q1 | $5.03K | Buy |
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|
2023
Q4 | $4.39K | Sell |
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|
2023
Q3 | $4.04K | Sell |
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|
2023
Q2 | $6.6K | Hold |
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|
2023
Q1 | $6.27K | Sell |
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|
2022
Q4 | $7.76K | Buy |
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|
2022
Q3 | $5K | Buy |
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|
2022
Q2 | $2K | Sell |
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|
2022
Q1 | $5K | Buy |
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|
2021
Q4 | $2K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1K | Buy |
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