Sheets Smith 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 | $241K | Hold |
1,227
| – | – | 0.03% | 371 |
|
|
2025
Q1 | $206K | Hold |
1,227
| – | – | 0.03% | 343 |
|
|
2024
Q4 | $227K | Hold |
1,227
| – | – | 0.03% | 357 |
|
|
2024
Q3 | $218K | Buy |
+1,227
| New | +$218K | 0.03% | 352 |
|
|
2024
Q2 | – | Sell |
-2,454
| Closed | -$411K | – | 380 |
|
|
2024
Q1 | $411K | Buy |
+2,454
| New | +$411K | 0.05% | 282 |
|
|
2022
Q1 | – | Sell |
-1,227
| Closed | -$202K | – | 356 |
|
|
2021
Q4 | $202K | Buy |
+1,227
| New | +$202K | 0.03% | 361 |
|
|
2018
Q2 | – | Sell |
-1,227
| Closed | -$233K | – | 305 |
|
|
2018
Q1 | $233K | Hold |
1,227
| – | – | 0.06% | 282 |
|
|
2017
Q4 | $252K | Hold |
1,227
| – | – | 0.06% | 288 |
|
|
2017
Q3 | $233K | Hold |
1,227
| – | – | 0.06% | 287 |
|
|
2017
Q2 | $204K | Hold |
1,227
| – | – | 0.05% | 283 |
|
|
2017
Q1 | $201K | Buy |
+1,227
| New | +$201K | 0.05% | 277 |
|
|
2015
Q4 | – | Sell |
-1,227
| Closed | -$210K | – | 231 |
|
|
2015
Q3 | $210K | Hold |
1,227
| – | – | 0.07% | 195 |
|
|
2015
Q2 | $268K | Hold |
1,227
| – | – | 0.07% | 203 |
|
|
2015
Q1 | $264K | Hold |
1,227
| – | – | 0.07% | 201 |
|
|
2014
Q4 | $260K | Hold |
1,227
| – | – | 0.07% | 210 |
|
|
2014
Q3 | $246K | Hold |
1,227
| – | – | 0.07% | 210 |
|
|
2014
Q2 | $252K | Hold |
1,227
| – | – | 0.07% | 222 |
|
|
2014
Q1 | $245K | Hold |
1,227
| – | – | 0.07% | 210 |
|
|
2013
Q4 | $266K | Hold |
1,227
| – | – | 0.07% | 222 |
|
|
2013
Q3 | $224K | Sell |
1,227
-2,450
| -67% | -$447K | 0.07% | 218 |
|
|
2013
Q2 | $603K | Buy |
+3,677
| New | +$603K | 0.2% | 140 |
|