True Wealth Design’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 | $1.97K | Buy |
10
+7
| +233% | +$1.38K | ﹤0.01% | 1192 |
|
|
2025
Q1 | $505 | Buy |
+3
| New | +$505 | ﹤0.01% | 1534 |
|
|
2024
Q4 | – | Sell |
-21
| Closed | -$3.73K | – | 1355 |
|
|
2024
Q3 | $3.73K | Sell |
21
-5,393
| -100% | -$959K | ﹤0.01% | 636 |
|
|
2024
Q2 | $846K | Buy |
5,414
+24
| +0.4% | +$3.75K | 0.21% | 65 |
|
|
2024
Q1 | $903K | Sell |
5,390
-142
| -3% | -$23.8K | 0.23% | 53 |
|
|
2023
Q4 | $838K | Buy |
5,532
+398
| +8% | +$60.3K | 0.24% | 58 |
|
|
2023
Q3 | $669K | Buy |
5,134
+177
| +4% | +$23.1K | 0.22% | 92 |
|
|
2023
Q2 | $743K | Buy |
4,957
+49
| +1% | +$7.35K | 0.27% | 83 |
|
|
2023
Q1 | $699K | Buy |
4,908
+99
| +2% | +$14.1K | 0.29% | 95 |
|
|
2022
Q4 | $762K | Buy |
+4,809
| New | +$762K | 0.35% | 65 |
|