TWM
Tolleson Wealth Management’s Affiliated Managers Group AMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Hold |
1,319
| – | – | 0.04% | 79 |
|
|
2025
Q1 | $222K | Sell |
1,319
-74
| -5% | -$12.4K | 0.04% | 82 |
|
|
2024
Q4 | $258K | Sell |
1,393
-44
| -3% | -$8.15K | 0.05% | 92 |
|
|
2024
Q3 | $255K | Hold |
1,437
| – | – | 0.05% | 76 |
|
|
2024
Q2 | $225K | Buy |
1,437
+118
| +9% | +$18.5K | 0.04% | 78 |
|
|
2024
Q1 | $221K | Hold |
1,319
| – | – | 0.04% | 79 |
|
|
2023
Q4 | $200K | Buy |
+1,319
| New | +$200K | 0.04% | 80 |
|
|
2023
Q1 | – | Sell |
-1,319
| Closed | -$209K | – | 74 |
|
|
2022
Q4 | $209K | Buy |
+1,319
| New | +$209K | 0.06% | 75 |
|
|
2022
Q1 | – | Sell |
-1,319
| Closed | -$217K | – | 70 |
|
|
2021
Q4 | $217K | Buy |
+1,319
| New | +$217K | 0.06% | 67 |
|
|
2021
Q3 | – | Sell |
-1,465
| Closed | -$226K | – | 68 |
|
|
2021
Q2 | $226K | Hold |
1,465
| – | – | 0.06% | 69 |
|
|
2021
Q1 | $218K | Buy |
+1,465
| New | +$218K | 0.07% | 71 |
|