Sheets Smith Wealth Management’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $293K | Hold |
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|
2025
Q2 | $241K | Hold |
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|
2025
Q1 | $206K | Hold |
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|
2024
Q4 | $227K | Hold |
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|
2024
Q3 | $218K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $411K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $202K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $233K | Hold |
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|
2017
Q4 | $252K | Hold |
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|
2017
Q3 | $233K | Hold |
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|
2017
Q2 | $204K | Hold |
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|
2017
Q1 | $201K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $210K | Hold |
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|
2015
Q2 | $268K | Hold |
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|
2015
Q1 | $264K | Hold |
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|
2014
Q4 | $260K | Hold |
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|
2014
Q3 | $246K | Hold |
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|
2014
Q2 | $252K | Hold |
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|
2014
Q1 | $245K | Hold |
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|
2013
Q4 | $266K | Hold |
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|
2013
Q3 | $224K | Sell |
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|
2013
Q2 | $603K | Buy |
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