Pathstone Family Office’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.52M | Buy |
11,665
+1,320
| +13% | +$172K | 0.01% | 547 |
|
|
2023
Q2 | $1.55M | Sell |
10,345
-80
| -0.8% | -$12K | 0.02% | 369 |
|
|
2023
Q1 | $1.49M | Sell |
10,425
-11,033
| -51% | -$1.57M | 0.02% | 345 |
|
|
2022
Q4 | $3.36M | Buy |
21,458
+416
| +2% | +$65.1K | 0.03% | 357 |
|
|
2022
Q3 | $2.36M | Buy |
21,042
+11,969
| +132% | +$1.34M | 0.02% | 385 |
|
|
2022
Q2 | $1.06M | Buy |
+9,073
| New | +$1.06M | 0.02% | 333 |
|
|
2019
Q3 | – | Sell |
-1,530
| Closed | -$141K | – | 610 |
|
|
2019
Q2 | $141K | Buy |
1,530
+6
| +0.4% | +$553 | 0.02% | 226 |
|
|
2019
Q1 | $163K | Buy |
+1,524
| New | +$163K | 0.02% | 187 |
|
|
2014
Q2 | – | Sell |
-23
| Closed | -$5K | – | 136 |
|
|
2014
Q1 | $5K | Hold |
23
| – | – | 0.01% | 122 |
|
|
2013
Q4 | $5K | Buy |
+23
| New | +$5K | 0.01% | 156 |
|