Ritholtz 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Sell |
1,336
-317
| -19% | -$62.4K | 0.01% | 837 |
|
|
2025
Q1 | $278K | Sell |
1,653
-225
| -12% | -$37.8K | 0.01% | 767 |
|
|
2024
Q4 | $347K | Buy |
1,878
+504
| +37% | +$93.2K | 0.01% | 664 |
|
|
2024
Q3 | $244K | Buy |
+1,374
| New | +$244K | 0.01% | 759 |
|
|
2023
Q2 | – | Sell |
-1,558
| Closed | -$222K | – | 667 |
|
|
2023
Q1 | $222K | Buy |
1,558
+169
| +12% | +$24.1K | 0.01% | 585 |
|
|
2022
Q4 | $220K | Buy |
+1,389
| New | +$220K | 0.01% | 519 |
|