Larson Financial Group’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
Q1 | – | Sell |
-7
| Closed | -$1.29K | – | 3047 |
|
2024
Q4 | $1.29K | Buy |
+7
| New | +$1.29K | ﹤0.01% | 1958 |
|
2023
Q1 | – | Sell |
-20
| Closed | -$3.17K | – | 1545 |
|
2022
Q4 | $3.17K | Buy |
+20
| New | +$3.17K | ﹤0.01% | 1120 |
|
2019
Q4 | – | Sell |
-131
| Closed | -$11K | – | 574 |
|
2019
Q3 | $11K | Hold |
131
| – | – | 0.01% | 288 |
|
2019
Q2 | $12K | Buy |
131
+1
| +0.8% | +$92 | 0.01% | 231 |
|
2019
Q1 | $14K | Hold |
130
| – | – | 0.01% | 203 |
|
2018
Q4 | $13K | Buy |
+130
| New | +$13K | 0.01% | 197 |
|