Appleton Partners’s Ametek AME Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,520
| Closed | -$274K | – | 248 |
|
2024
Q4 | $274K | Buy |
1,520
+170
| +13% | +$30.6K | 0.02% | 225 |
|
2024
Q3 | $232K | Hold |
1,350
| – | – | 0.02% | 245 |
|
2024
Q2 | $225K | Sell |
1,350
-150
| -10% | -$25K | 0.02% | 244 |
|
2024
Q1 | $274K | Hold |
1,500
| – | – | 0.02% | 239 |
|
2023
Q4 | $247K | Sell |
1,500
-3
| -0.2% | -$494 | 0.02% | 267 |
|
2023
Q3 | $222K | Hold |
1,503
| – | – | 0.02% | 276 |
|
2023
Q2 | $243K | Sell |
1,503
-35
| -2% | -$5.66K | 0.02% | 273 |
|
2023
Q1 | $224K | Sell |
1,538
-30
| -2% | -$4.37K | 0.02% | 281 |
|
2022
Q4 | $219K | Buy |
+1,568
| New | +$219K | 0.02% | 288 |
|
2022
Q1 | – | Sell |
-1,465
| Closed | -$215K | – | 303 |
|
2021
Q4 | $215K | Buy |
+1,465
| New | +$215K | 0.02% | 300 |
|