TD Private Client Wealth’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 | $185K | Buy |
939
+1
| +0.1% | +$197 | ﹤0.01% | 651 |
|
2025
Q1 | $158K | Buy |
938
+133
| +17% | +$22.3K | ﹤0.01% | 648 |
|
2024
Q4 | $149K | Sell |
805
-21
| -3% | -$3.88K | ﹤0.01% | 655 |
|
2024
Q3 | $147K | Buy |
826
+336
| +69% | +$59.7K | ﹤0.01% | 669 |
|
2024
Q2 | $76.6K | Buy |
+490
| New | +$76.6K | ﹤0.01% | 734 |
|
2022
Q1 | – | Sell |
-5
| Closed | -$823 | – | 1273 |
|
2021
Q4 | $823 | Sell |
5
-27
| -84% | -$4.44K | ﹤0.01% | 1081 |
|
2021
Q3 | $4.84K | Hold |
32
| – | – | ﹤0.01% | 958 |
|
2021
Q2 | $4.94K | Hold |
32
| – | – | ﹤0.01% | 961 |
|
2021
Q1 | $4.77K | Hold |
32
| – | – | ﹤0.01% | 930 |
|
2020
Q4 | $3.25K | Sell |
32
-20
| -38% | -$2.03K | ﹤0.01% | 917 |
|
2020
Q3 | $3.56K | Hold |
52
| – | – | ﹤0.01% | 865 |
|
2020
Q2 | $3.88K | Sell |
52
-68
| -57% | -$5.07K | ﹤0.01% | 852 |
|
2020
Q1 | $7.1K | Sell |
120
-66
| -35% | -$3.9K | ﹤0.01% | 786 |
|
2019
Q4 | $15.8K | Buy |
+186
| New | +$15.8K | ﹤0.01% | 722 |
|