Shelton Capital 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 | $240K | Sell |
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|
2025
Q2 | $208K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $208K | Sell |
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|
2024
Q3 | $226K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $244K | Hold |
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|
2023
Q4 | $221K | Sell |
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|
2023
Q3 | $225K | Hold |
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|
2023
Q2 | $259K | Sell |
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|
2023
Q1 | $272K | Hold |
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|
2022
Q4 | $303K | Sell |
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|
2022
Q3 | $228K | Sell |
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|
2022
Q2 | $255K | Hold |
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|
2022
Q1 | $308K | Hold |
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|
2021
Q4 | $359K | Sell |
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|
2021
Q3 | $357K | Hold |
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|
2021
Q2 | $364K | Sell |
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|
2021
Q1 | $375K | Sell |
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|
2020
Q4 | $275K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $221K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1.19M | Hold |
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|
2014
Q1 | $1.16M | Hold |
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|
2013
Q4 | $1.25M | Hold |
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|
2013
Q3 | $1.05M | Hold |
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|
2013
Q2 | $947K | Buy |
|