Mission Wealth Management’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 | $677K | Sell |
3,443
-14
| -0.4% | -$2.76K | 0.01% | 388 |
|
|
2025
Q1 | $581K | Sell |
3,457
-1
| -0% | -$168 | 0.01% | 393 |
|
|
2024
Q4 | $639K | Sell |
3,458
-349
| -9% | -$64.5K | 0.01% | 355 |
|
|
2024
Q3 | $677K | Buy |
+3,807
| New | +$677K | 0.02% | 351 |
|
|
2024
Q2 | – | Sell |
-11,093
| Closed | -$1.86M | – | 618 |
|
|
2024
Q1 | $1.86M | Buy |
+11,093
| New | +$1.86M | 0.05% | 184 |
|