Rothschild Investment LLC’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 | $394 | Hold |
2
| – | – | ﹤0.01% | 2809 |
|
|
2025
Q1 | $336 | Buy |
2
+1
| +100% | +$168 | ﹤0.01% | 2736 |
|
|
2024
Q4 | $185 | Hold |
1
| – | – | ﹤0.01% | 2805 |
|
|
2024
Q3 | $178 | Buy |
+1
| New | +$178 | ﹤0.01% | 2729 |
|
|
2022
Q1 | – | Sell |
-4,804
| Closed | -$791K | – | 518 |
|
|
2021
Q4 | $791K | Buy |
4,804
+30
| +0.6% | +$4.94K | 0.06% | 256 |
|
|
2021
Q3 | $721K | Sell |
4,774
-9
| -0.2% | -$1.36K | 0.06% | 253 |
|
|
2021
Q2 | $738K | Sell |
4,783
-91
| -2% | -$14K | 0.06% | 261 |
|
|
2021
Q1 | $726K | Sell |
4,874
-38
| -0.8% | -$5.66K | 0.06% | 256 |
|
|
2020
Q4 | $499K | Buy |
4,912
+211
| +4% | +$21.4K | 0.05% | 286 |
|
|
2020
Q3 | $321K | Buy |
4,701
+1,299
| +38% | +$88.7K | 0.03% | 327 |
|
|
2020
Q2 | $254K | Sell |
3,402
-6,144
| -64% | -$459K | 0.03% | 345 |
|
|
2020
Q1 | $565K | Hold |
9,546
| – | – | 0.07% | 224 |
|
|
2019
Q4 | $809K | Buy |
+9,546
| New | +$809K | 0.08% | 227 |
|
|
2015
Q4 | – | Sell |
-3,343
| Closed | -$572K | – | 493 |
|
|
2015
Q3 | $572K | Hold |
3,343
| – | – | 0.08% | 260 |
|
|
2015
Q2 | $731K | Buy |
+3,343
| New | +$731K | 0.08% | 241 |
|