OneDigital Investment Advisors’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 | $1.08M | Buy |
5,512
+4
| +0.1% | +$787 | 0.01% | 613 |
|
|
2025
Q1 | $926K | Buy |
5,508
+506
| +10% | +$85K | 0.01% | 630 |
|
|
2024
Q4 | $925K | Buy |
5,002
+290
| +6% | +$53.6K | 0.01% | 661 |
|
|
2024
Q3 | $838K | Buy |
4,712
+90
| +2% | +$16K | 0.01% | 723 |
|
|
2024
Q2 | $722K | Buy |
4,622
+458
| +11% | +$71.5K | 0.01% | 740 |
|
|
2024
Q1 | $697K | Buy |
4,164
+94
| +2% | +$15.7K | 0.01% | 620 |
|
|
2023
Q4 | $616K | Sell |
4,070
-104
| -2% | -$15.7K | 0.01% | 641 |
|
|
2023
Q3 | $544K | Buy |
4,174
+48
| +1% | +$6.26K | 0.01% | 609 |
|
|
2023
Q2 | $618K | Sell |
4,126
-47
| -1% | -$7.04K | 0.01% | 562 |
|
|
2023
Q1 | $594K | Buy |
+4,173
| New | +$594K | 0.01% | 554 |
|