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
Q2 | $260K | Hold |
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|
2025
Q1 | $222K | Sell |
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|
2024
Q4 | $258K | Sell |
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|
2024
Q3 | $255K | Hold |
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|
2024
Q2 | $225K | Buy |
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|
2024
Q1 | $221K | Hold |
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|
2023
Q4 | $200K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $209K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $217K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $226K | Hold |
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|
2021
Q1 | $218K | Buy |
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