Charles Carroll Financial Partners, LLC AMG Holdings History
Charles Carroll Financial Partners, LLC's Affiliated Managers Group Inc Holding Summary
As of 2023-12-31, Charles Carroll Financial Partners, LLC held 13,150.00 shares of Affiliated Managers Group Inc(AMG), totaling $1.99 Mil. This investment constitutes 2.14% of their stock portfolio, and Charles Carroll Financial Partners, LLC now holds 0.04% of the outstanding Affiliated Managers Group Inc(AMG) stock.
The initial trade took place in 2021Q4. And since then Charles Carroll Financial Partners, LLC has made 2 purchases of AMG, at an average price of $149.22, for a total of 21,200.00 shares. In addition, there have been 2 sales at an average price of $132.05 for 8,050.00 shares. Based on historical transaction data and AMG's current price of $210.22, Charles Carroll Financial Partners, LLC's estimated gain on his AMG holdings is $663,828.50, reflecting a 20.98% gain to date.
Charles Carroll Financial Partners, LLC AMG ($210.22) Holding Chart
Charles Carroll Financial Partners, LLC AMG ($210.22) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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