TD Private Client Wealth’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
2026 Q1	$375K	Buy	1,354 +170	+14%	+$51.2K	0.01%	533
2025 Q4	$341K	Buy	1,184 +295	+33%	+$76.2K	0.01%	543
2025 Q3	$212K	Sell	889 -50	-5%	-$11K	﹤0.01%	645
2025 Q2	$185K	Buy	939 +1	+0.1%	+$173	﹤0.01%	651
2025 Q1	$158K	Buy	938 +133	+17%	+$23.2K	﹤0.01%	648
2024 Q4	$149K	Sell	805 -21	-3%	-$3.92K	﹤0.01%	655
2024 Q3	$147K	Buy	826 +336	+69%	+$57.1K	﹤0.01%	669
2024 Q2	$76.6K	Buy	+490	New	+$78K	﹤0.01%	734
2022 Q1	–	Sell	-5	Closed	-$823	–	1273
2021 Q4	$823	Sell	5 -27	-84%	-$4.53K	﹤0.01%	1081
2021 Q3	$4.83K	Hold	32	–	–	﹤0.01%	958
2021 Q2	$4.93K	Hold	32	–	–	﹤0.01%	961
2021 Q1	$4.77K	Hold	32	–	–	﹤0.01%	930
2020 Q4	$3.25K	Sell	32 -20	-38%	-$1.73K	﹤0.01%	917
2020 Q3	$3.56K	Hold	52	–	–	﹤0.01%	865
2020 Q2	$3.88K	Sell	52 -68	-57%	-$4.6K	﹤0.01%	852
2020 Q1	$7.1K	Sell	120 -66	-35%	-$4.94K	﹤0.01%	786
2019 Q4	$15.8K	Buy	+186	New	+$15.3K	﹤0.01%	722