EP Wealth Advisors’s Ametek AME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.1M | Sell |
61,290
-3,536
| -5% | -$786K | 0.06% | 183 |
|
|
2025
Q4 | $13.3M | Buy |
+64,826
| New | +$12.6M | 0.07% | 167 |
|
|
2025
Q2 | $12.1M | Buy |
66,802
+57,818
| +644% | +$9.95M | 0.08% | 168 |
|
|
2025
Q1 | $1.55M | Buy |
8,984
+2,733
| +44% | +$497K | 0.01% | 404 |
|
|
2024
Q4 | $1.13M | Sell |
6,251
-424
| -6% | -$77.2K | 0.01% | 469 |
|
|
2024
Q3 | $1.15M | Buy |
6,675
+345
| +5% | +$57.6K | 0.01% | 466 |
|
|
2024
Q2 | $1.06M | Buy |
6,330
+71
| +1% | +$12.3K | 0.01% | 379 |
|
|
2024
Q1 | $1.14M | Sell |
6,259
-719
| -10% | -$124K | 0.01% | 356 |
|
|
2023
Q4 | $1.15M | Buy |
6,978
+3,336
| +92% | +$509K | 0.01% | 345 |
|
|
2023
Q3 | $538K | Sell |
3,642
-595
| -14% | -$92.9K | 0.01% | 447 |
|
|
2023
Q2 | $702K | Hold |
4,237
| – | – | 0.01% | 395 |
|
|
2023
Q1 | $616K | Sell |
4,237
-15
| -0.4% | -$2.13K | 0.01% | 376 |
|
|
2022
Q4 | $594K | Buy |
+4,252
| New | +$564K | 0.01% | 350 |
|
|
2022
Q3 | – | Sell |
-5,427
| Closed | -$596K | – | 352 |
|
|
2022
Q2 | $596K | Buy |
5,427
+678
| +14% | +$82.4K | 0.01% | 337 |
|
|
2022
Q1 | $632K | Buy |
4,749
+242
| +5% | +$32.5K | 0.01% | 334 |
|
|
2021
Q4 | $663K | Buy |
4,507
+2
| +0% | +$274 | 0.02% | 309 |
|
|
2021
Q3 | $559K | Buy |
4,505
+271
| +6% | +$36.4K | 0.02% | 313 |
|
|
2021
Q2 | $565K | Sell |
4,234
-401
| -9% | -$53.7K | 0.02% | 317 |
|
|
2021
Q1 | $592K | Hold |
4,635
| – | – | 0.02% | 294 |
|
|
2020
Q4 | $561K | Buy |
4,635
+41
| +0.9% | +$4.62K | 0.02% | 249 |
|
|
2020
Q3 | $457K | Hold |
4,594
| – | – | 0.02% | 236 |
|
|
2020
Q2 | $411K | Sell |
4,594
-113
| -2% | -$9.48K | 0.02% | 267 |
|
|
2020
Q1 | $339K | Buy |
+4,707
| New | +$425K | 0.02% | 301 |
|
Other funds holding AME
VCM
VPM
