Partnership 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
2024 Q4	–	Sell	-467	Closed	-$83K	–	77
2024 Q3	$83K	Sell	467 -603	-56%	-$107K	0.06%	102
2024 Q2	$167K	Sell	1,070 -603	-36%	-$94.2K	0.12%	97
2024 Q1	$280K	Sell	1,673 -130	-7%	-$21.8K	0.2%	89
2023 Q4	$268K	Buy	+1,803	New	+$268K	0.2%	87