Jones Financial Companies’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 | $32K | Buy |
162
+3
| +2% | +$593 | ﹤0.01% | 2403 |
|
|
2025
Q1 | $26.6K | Buy |
159
+19
| +14% | +$3.18K | ﹤0.01% | 2319 |
|
|
2024
Q4 | $25.9K | Buy |
140
+62
| +79% | +$11.5K | ﹤0.01% | 2142 |
|
|
2024
Q3 | $13.8K | Buy |
78
+7
| +10% | +$1.24K | ﹤0.01% | 2089 |
|
|
2024
Q2 | $11.1K | Hold |
71
| – | – | ﹤0.01% | 1730 |
|
|
2024
Q1 | $11.9K | Buy |
+71
| New | +$11.9K | ﹤0.01% | 1022 |
|
|
2013
Q4 | – | Sell |
-313
| Closed | -$57K | – | 234 |
|
|
2013
Q3 | $57K | Buy |
313
+171
| +120% | +$31.1K | ﹤0.01% | 280 |
|
|
2013
Q2 | $23K | Buy |
+142
| New | +$23K | ﹤0.01% | 436 |
|