Tolleson Wealth 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 Q4	$380K	Hold	1,319	–	–	0.05%	70
2025 Q3	$314K	Hold	1,319	–	–	0.05%	79
2025 Q2	$260K	Hold	1,319	–	–	0.04%	79
2025 Q1	$222K	Sell	1,319 -74	-5%	-$12.9K	0.04%	82
2024 Q4	$258K	Sell	1,393 -44	-3%	-$8.21K	0.05%	92
2024 Q3	$255K	Hold	1,437	–	–	0.05%	76
2024 Q2	$225K	Buy	1,437 +118	+9%	+$18.8K	0.04%	78
2024 Q1	$221K	Hold	1,319	–	–	0.04%	79
2023 Q4	$200K	Buy	+1,319	New	+$177K	0.04%	80
2023 Q1	–	Sell	-1,319	Closed	-$209K	–	74
2022 Q4	$209K	Buy	+1,319	New	+$187K	0.06%	75
2022 Q1	–	Sell	-1,319	Closed	-$217K	–	70
2021 Q4	$217K	Buy	+1,319	New	+$221K	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	+$192K	0.07%	71