Pinnacle Wealth Planning Services’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 | – | Sell |
-1,260
| Closed | -$212K | – | 454 |
|
|
2025
Q1 | $212K | Buy |
1,260
+10
| +0.8% | +$1.68K | 0.03% | 348 |
|
|
2024
Q4 | $231K | Buy |
1,250
+10
| +0.8% | +$1.85K | 0.03% | 323 |
|
|
2024
Q3 | $220K | Buy |
+1,240
| New | +$220K | 0.03% | 427 |
|
|
2021
Q1 | – | Sell |
-13
| Closed | -$1K | – | 408 |
|
|
2020
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 2039 |
|