WGAM
Wilkinson Global Asset Management’s Affiliated Managers Group AMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Sell |
1,065
-2,135
| -67% | -$420K | 0.01% | 68 |
|
|
2025
Q1 | $538K | Sell |
3,200
-200
| -6% | -$33.6K | 0.03% | 53 |
|
|
2024
Q4 | $629K | Hold |
3,400
| – | – | 0.04% | 52 |
|
|
2024
Q3 | $605K | Sell |
3,400
-200
| -6% | -$35.6K | 0.04% | 51 |
|
|
2024
Q2 | $562K | Hold |
3,600
| – | – | 0.04% | 54 |
|
|
2024
Q1 | $603K | Sell |
3,600
-503
| -12% | -$84.2K | 0.04% | 53 |
|
|
2023
Q4 | $621K | Hold |
4,103
| – | – | 0.04% | 52 |
|
|
2023
Q3 | $535K | Hold |
4,103
| – | – | 0.04% | 56 |
|
|
2023
Q2 | $615K | Hold |
4,103
| – | – | 0.05% | 53 |
|
|
2023
Q1 | $584K | Hold |
4,103
| – | – | 0.05% | 53 |
|
|
2022
Q4 | $650K | Hold |
4,103
| – | – | 0.05% | 52 |
|
|
2022
Q3 | $459K | Buy |
4,103
+600
| +17% | +$67.1K | 0.04% | 59 |
|
|
2022
Q2 | $408K | Buy |
+3,503
| New | +$408K | 0.03% | 61 |
|