Venturi Wealth Management’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
Q1 | – | Sell |
-265
| Closed | -$49K | – | 617 |
|
|
2024
Q4 | $49K | Hold |
265
| – | – | ﹤0.01% | 1022 |
|
|
2024
Q3 | $47.1K | Buy |
265
+28
| +12% | +$4.98K | ﹤0.01% | 785 |
|
|
2024
Q2 | $37K | Buy |
237
+215
| +977% | +$33.6K | ﹤0.01% | 762 |
|
|
2024
Q1 | $3.69K | Buy |
22
+1
| +5% | +$168 | ﹤0.01% | 1148 |
|
|
2023
Q4 | $3.18K | Buy |
+21
| New | +$3.18K | ﹤0.01% | 1118 |
|