RSWM
Robertson Stephens Wealth Management’s Affiliated Managers Group AMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,103
| Closed | -$535K | – | 444 |
|
|
2023
Q3 | $535K | Hold |
4,103
| – | – | 0.04% | 294 |
|
|
2023
Q2 | $615K | Sell |
4,103
-4
| -0.1% | -$600 | 0.04% | 253 |
|
|
2023
Q1 | $585K | Buy |
4,107
+4
| +0.1% | +$570 | 0.05% | 272 |
|
|
2022
Q4 | $650K | Hold |
4,103
| – | – | 0.06% | 226 |
|
|
2022
Q3 | $458K | Hold |
4,103
| – | – | 0.05% | 227 |
|
|
2022
Q2 | $478K | Buy |
+4,103
| New | +$478K | 0.05% | 239 |
|