Concord Wealth 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 |
-4
| Closed | -$721 | – | 822 |
|
2024
Q4 | $721 | Hold |
4
| – | – | ﹤0.01% | 832 |
|
2024
Q3 | $687 | Buy |
+4
| New | +$687 | ﹤0.01% | 874 |
|
2023
Q4 | – | Sell |
-32
| Closed | -$4.73K | – | 815 |
|
2023
Q3 | $4.73K | Hold |
32
| – | – | ﹤0.01% | 725 |
|
2023
Q2 | $5.18K | Buy |
+32
| New | +$5.18K | ﹤0.01% | 700 |
|
2023
Q1 | – | Sell |
-37
| Closed | -$5.17K | – | 998 |
|
2022
Q4 | $5.17K | Buy |
+37
| New | +$5.17K | ﹤0.01% | 757 |
|
2022
Q3 | – | Sell |
-189
| Closed | -$21K | – | 195 |
|
2022
Q2 | $21K | Sell |
189
-1,741
| -90% | -$193K | 0.01% | 529 |
|
2022
Q1 | $257K | Sell |
1,930
-117
| -6% | -$15.6K | 0.07% | 151 |
|
2021
Q4 | $301K | Buy |
2,047
+1,469
| +254% | +$216K | 0.07% | 143 |
|
2021
Q3 | $72K | Sell |
578
-1,191
| -67% | -$148K | 0.03% | 166 |
|
2021
Q2 | $236K | Buy |
1,769
+138
| +8% | +$18.4K | 0.07% | 121 |
|
2021
Q1 | $208K | Buy |
1,631
+1,605
| +6,173% | +$205K | 0.07% | 128 |
|
2020
Q4 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 455 |
|