LWAM
Legacy Wealth Asset Management’s Affiliated Managers Group AMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Sell |
3,864
-47
| -1% | -$9.25K | 0.19% | 145 |
|
|
2025
Q1 | $657K | Sell |
3,911
-71
| -2% | -$11.9K | 0.18% | 179 |
|
|
2024
Q4 | $736K | Sell |
3,982
-78
| -2% | -$14.4K | 0.2% | 146 |
|
|
2024
Q3 | $722K | Buy |
4,060
+8
| +0.2% | +$1.42K | 0.19% | 159 |
|
|
2024
Q2 | $633K | Buy |
4,052
+270
| +7% | +$42.2K | 0.18% | 178 |
|
|
2024
Q1 | $633K | Buy |
3,782
+56
| +2% | +$9.38K | 0.18% | 176 |
|
|
2023
Q4 | $564K | Buy |
3,726
+55
| +1% | +$8.33K | 0.19% | 194 |
|
|
2023
Q3 | $478K | Buy |
3,671
+80
| +2% | +$10.4K | 0.18% | 208 |
|
|
2023
Q2 | $538K | Buy |
3,591
+248
| +7% | +$37.2K | 0.19% | 190 |
|
|
2023
Q1 | $476K | Sell |
3,343
-61
| -2% | -$8.69K | 0.17% | 200 |
|
|
2022
Q4 | $539K | Buy |
3,404
+79
| +2% | +$12.5K | 0.21% | 166 |
|
|
2022
Q3 | $372K | Buy |
3,325
+432
| +15% | +$48.3K | 0.16% | 226 |
|
|
2022
Q2 | $337K | Buy |
+2,893
| New | +$337K | 0.14% | 217 |
|