Meristem Family Wealth’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $423K | Hold |
3,000
| – | – | 0.05% | 209 |
|
|
2021
Q4 | $494K | Hold |
3,000
| – | – | 0.04% | 227 |
|
|
2021
Q3 | $453K | Hold |
3,000
| – | – | 0.04% | 239 |
|
|
2021
Q2 | $463K | Hold |
3,000
| – | – | 0.07% | 176 |
|
|
2021
Q1 | $447K | Hold |
3,000
| – | – | 0.09% | 140 |
|
|
2020
Q4 | $305K | Hold |
3,000
| – | – | 0.06% | 170 |
|
|
2020
Q3 | $205K | Hold |
3,000
| – | – | 0.05% | 186 |
|
|
2020
Q2 | $224K | Buy |
+3,000
| New | +$224K | 0.06% | 167 |
|