Welch & Forbes’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 | $835K | Hold |
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|
2025
Q2 | $689K | Hold |
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|
2025
Q1 | $588K | Sell |
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|
2024
Q4 | $675K | Hold |
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|
2024
Q3 | $649K | Hold |
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|
2024
Q2 | $566K | Hold |
|
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|
2024
Q1 | $611K | Hold |
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|
2023
Q4 | $553K | Hold |
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|
2023
Q3 | $476K | Hold |
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|
2023
Q2 | $547K | Hold |
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|
2023
Q1 | $520K | Sell |
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|
2022
Q4 | $737K | Buy |
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|
2022
Q3 | $436K | Hold |
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|
2022
Q2 | $455K | Hold |
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|
2022
Q1 | $550K | Hold |
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|
2021
Q4 | $641K | Hold |
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|
2021
Q3 | $589K | Hold |
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|
2021
Q2 | $602K | Hold |
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|
2021
Q1 | $581K | Hold |
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|
2020
Q4 | $397K | Sell |
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|
2020
Q3 | $280K | Hold |
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|
2020
Q2 | $306K | Hold |
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|
2020
Q1 | $242K | Sell |
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|
2019
Q4 | $360K | Sell |
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|
2019
Q3 | $364K | Hold |
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|
2019
Q2 | $401K | Buy |
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|
2019
Q1 | $403K | Hold |
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|
2018
Q4 | $366K | Sell |
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|
2018
Q3 | $515K | Sell |
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|
2018
Q2 | $598K | Buy |
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|
2018
Q1 | $715K | Sell |
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|
2017
Q4 | $778K | Buy |
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|
2017
Q3 | $716K | Sell |
|
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|
2017
Q2 | $650K | Sell |
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|
2017
Q1 | $668K | Buy |
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|
2016
Q4 | $592K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $574K | Hold |
|
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|
2016
Q1 | $662K | Buy |
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|
2015
Q4 | $644K | Buy |
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|
2015
Q3 | $570K | Sell |
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|
2015
Q2 | $815K | Hold |
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|
2015
Q1 | $801K | Hold |
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|
2014
Q4 | $792K | Hold |
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|
2014
Q3 | $747K | Sell |
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|
2014
Q2 | $771K | Buy |
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|
2014
Q1 | $610K | Hold |
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|
2013
Q4 | $662K | Hold |
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|
2013
Q3 | $557K | Hold |
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|
2013
Q2 | $500K | Buy |
|