Carson Wealth (CWM LLC)’s Ametek AME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.8M | Buy |
32,037
+13,928
| +77% | +$2.52M | 0.02% | 543 |
|
|
2025
Q1 | $3.12M | Buy |
18,109
+5,443
| +43% | +$937K | 0.01% | 668 |
|
|
2024
Q4 | $2.28M | Buy |
12,666
+1,430
| +13% | +$258K | 0.01% | 738 |
|
|
2024
Q3 | $1.93M | Buy |
11,236
+642
| +6% | +$110K | 0.01% | 716 |
|
|
2024
Q2 | $1.77M | Buy |
10,594
+3,711
| +54% | +$619K | 0.01% | 677 |
|
|
2024
Q1 | $1.26M | Buy |
6,883
+3,230
| +88% | +$591K | 0.01% | 770 |
|
|
2023
Q4 | $602K | Sell |
3,653
-222
| -6% | -$36.6K | ﹤0.01% | 994 |
|
|
2023
Q3 | $573K | Buy |
3,875
+301
| +8% | +$44.5K | ﹤0.01% | 938 |
|
|
2023
Q2 | $579K | Buy |
3,574
+565
| +19% | +$91.5K | ﹤0.01% | 895 |
|
|
2023
Q1 | $437K | Buy |
3,009
+251
| +9% | +$36.5K | ﹤0.01% | 927 |
|
|
2022
Q4 | $385K | Buy |
2,758
+318
| +13% | +$44.4K | ﹤0.01% | 884 |
|
|
2022
Q3 | $277K | Buy |
2,440
+133
| +6% | +$15.1K | ﹤0.01% | 930 |
|
|
2022
Q2 | $254K | Buy |
2,307
+1,117
| +94% | +$123K | ﹤0.01% | 944 |
|
|
2022
Q1 | $158K | Buy |
1,190
+616
| +107% | +$81.8K | ﹤0.01% | 1138 |
|
|
2021
Q4 | $84K | Buy |
+574
| New | +$84K | ﹤0.01% | 1366 |
|
|
2021
Q2 | $26K | Hold |
198
| – | – | ﹤0.01% | 1667 |
|
|
2021
Q1 | $26K | Hold |
198
| – | – | ﹤0.01% | 1667 |
|
|
2020
Q4 | $26K | Hold |
198
| – | – | ﹤0.01% | 1667 |
|
|
2020
Q3 | $26K | Hold |
198
| – | – | ﹤0.01% | 1667 |
|
|
2020
Q2 | $26K | Hold |
198
| – | – | ﹤0.01% | 1667 |
|
|
2020
Q1 | $26K | Hold |
198
| – | – | ﹤0.01% | 1667 |
|
|
2019
Q4 | $26K | Hold |
198
| – | – | ﹤0.01% | 1667 |
|
|
2019
Q3 | $26K | Hold |
198
| – | – | ﹤0.01% | 1667 |
|
|
2019
Q2 | $26K | Hold |
198
| – | – | ﹤0.01% | 1667 |
|
|
2019
Q1 | $26K | Buy |
198
+162
| +450% | +$21.3K | ﹤0.01% | 1667 |
|
|
2018
Q4 | $2K | Buy |
36
+22
| +157% | +$1.22K | ﹤0.01% | 1705 |
|
|
2018
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1603 |
|
|
2017
Q1 | – | Sell |
-18
| Closed | -$1K | – | 1159 |
|
|
2016
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1030 |
|