True Wealth Design’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
Q3
$5.53K Buy
2025
Q2
$1.97K Buy
2025
Q1
$505 Buy
2024
Q4
Sell
2024
Q3
$3.73K Sell
2024
Q2
$846K Buy
2024
Q1
$903K Sell
2023
Q4
$838K Buy
2023
Q3
$669K Buy
2023
Q2
$743K Buy
2023
Q1
$699K Buy
2022
Q4
$762K Buy