Wealth Enhancement Advisory Services’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 | $527K | Sell |
2,617
-480
| -15% | -$96.7K | ﹤0.01% | 2172 |
|
2025
Q1 | $520K | Sell |
3,097
-104
| -3% | -$17.5K | ﹤0.01% | 2027 |
|
2024
Q4 | $592K | Sell |
3,201
-35
| -1% | -$6.47K | ﹤0.01% | 1848 |
|
2024
Q3 | $575K | Sell |
3,236
-529
| -14% | -$94.1K | ﹤0.01% | 1723 |
|
2024
Q2 | $588K | Sell |
3,765
-3,570
| -49% | -$558K | ﹤0.01% | 1552 |
|
2024
Q1 | $1.23M | Sell |
7,335
-240
| -3% | -$40.2K | ﹤0.01% | 1142 |
|
2023
Q4 | $1.15M | Sell |
7,575
-371
| -5% | -$56.2K | ﹤0.01% | 1112 |
|
2023
Q3 | $1.04M | Buy |
+7,946
| New | +$1.04M | ﹤0.01% | 1077 |
|