Plante Moran Financial 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 | – | Sell |
-73
| Closed | -$12.3K | – | 777 |
|
|
2025
Q1 | $12.3K | Hold |
73
| – | – | ﹤0.01% | 537 |
|
|
2024
Q4 | $13.5K | Hold |
73
| – | – | ﹤0.01% | 538 |
|
|
2024
Q3 | $13K | Hold |
73
| – | – | ﹤0.01% | 582 |
|
|
2024
Q2 | $11.4K | Hold |
73
| – | – | ﹤0.01% | 566 |
|
|
2024
Q1 | $12.2K | Hold |
73
| – | – | ﹤0.01% | 577 |
|
|
2023
Q4 | $11.1K | Hold |
73
| – | – | ﹤0.01% | 542 |
|
|
2023
Q3 | $9.52K | Hold |
73
| – | – | ﹤0.01% | 533 |
|
|
2023
Q2 | $10.9K | Hold |
73
| – | – | ﹤0.01% | 541 |
|
|
2023
Q1 | $10.4K | Hold |
73
| – | – | ﹤0.01% | 558 |
|
|
2022
Q4 | $11.6K | Hold |
73
| – | – | ﹤0.01% | 558 |
|
|
2022
Q3 | $8K | Hold |
73
| – | – | ﹤0.01% | 609 |
|
|
2022
Q2 | $9K | Hold |
73
| – | – | ﹤0.01% | 616 |
|
|
2022
Q1 | $10K | Hold |
73
| – | – | ﹤0.01% | 591 |
|
|
2021
Q4 | $12K | Hold |
73
| – | – | ﹤0.01% | 654 |
|
|
2021
Q3 | $11K | Hold |
73
| – | – | ﹤0.01% | 669 |
|
|
2021
Q2 | $11K | Hold |
73
| – | – | ﹤0.01% | 661 |
|
|
2021
Q1 | $11K | Buy |
+73
| New | +$11K | ﹤0.01% | 630 |
|
|
2017
Q2 | – | Sell |
-47
| Closed | -$8K | – | 829 |
|
|
2017
Q1 | $8K | Buy |
+47
| New | +$8K | ﹤0.01% | 606 |
|
|
2016
Q1 | – | Sell |
-69
| Closed | -$11K | – | 856 |
|
|
2015
Q4 | $11K | Sell |
69
-2
| -3% | -$319 | 0.01% | 549 |
|
|
2015
Q3 | $12K | Hold |
71
| – | – | 0.01% | 452 |
|
|
2015
Q2 | $16K | Sell |
71
-2
| -3% | -$451 | 0.01% | 448 |
|
|
2015
Q1 | $16K | Hold |
73
| – | – | 0.01% | 435 |
|
|
2014
Q4 | $15K | Hold |
73
| – | – | 0.01% | 450 |
|
|
2014
Q3 | $15K | Sell |
73
-22
| -23% | -$4.52K | 0.01% | 451 |
|
|
2014
Q2 | $20K | Buy |
95
+77
| +428% | +$16.2K | 0.02% | 380 |
|
|
2014
Q1 | $4K | Hold |
18
| – | – | ﹤0.01% | 488 |
|
|
2013
Q4 | $4K | Hold |
18
| – | – | ﹤0.01% | 552 |
|
|
2013
Q3 | $3K | Hold |
18
| – | – | ﹤0.01% | 511 |
|
|
2013
Q2 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 494 |
|