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