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