DWM
Diversify Wealth Management’s Ametek AME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Sell |
1,154
-228
| -16% | -$42.2K | 0.01% | 511 |
|
|
2025
Q1 | $232K | Sell |
1,382
-45
| -3% | -$7.55K | 0.02% | 472 |
|
|
2024
Q4 | $251K | Sell |
1,427
-125
| -8% | -$22K | 0.02% | 454 |
|
|
2024
Q3 | $259K | Sell |
1,552
-77
| -5% | -$12.8K | 0.02% | 423 |
|
|
2024
Q2 | $252K | Buy |
+1,629
| New | +$252K | 0.03% | 385 |
|