MWM
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Moran Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Moran Wealth Management’s Portfolio AMG Stock Details AMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.05M Buy
25,650
+9,018
+54% +$1.77M 0.16% 183
2025
Q1 		$2.79M Buy
+16,632
New +$2.79M 0.09% 242