EverSource Wealth Advisors’s Ametek AME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Buy |
2,523
+1,028
| +69% | +$186K | 0.02% | 493 |
|
|
2025
Q1 | $257K | Buy |
1,495
+39
| +3% | +$6.72K | 0.01% | 574 |
|
|
2024
Q4 | $262K | Buy |
1,456
+1
| +0.1% | +$180 | 0.01% | 545 |
|
|
2024
Q3 | $250K | Buy |
1,455
+525
| +56% | +$90.2K | 0.02% | 493 |
|
|
2024
Q2 | $161K | Buy |
930
+31
| +3% | +$5.38K | 0.01% | 631 |
|
|
2024
Q1 | $157K | Buy |
899
+61
| +7% | +$10.7K | 0.01% | 567 |
|
|
2023
Q4 | $138K | Sell |
838
-27
| -3% | -$4.45K | 0.01% | 531 |
|
|
2023
Q3 | $128K | Buy |
865
+4
| +0.5% | +$591 | 0.01% | 493 |
|
|
2023
Q2 | $139K | Sell |
861
-70
| -8% | -$11.3K | 0.02% | 475 |
|
|
2023
Q1 | $135K | Sell |
931
-6
| -0.6% | -$872 | 0.02% | 457 |
|
|
2022
Q4 | $131K | Sell |
937
-78
| -8% | -$10.9K | 0.02% | 436 |
|
|
2022
Q3 | $115K | Sell |
1,015
-53
| -5% | -$6.01K | 0.03% | 393 |
|
|
2022
Q2 | $117K | Buy |
1,068
+396
| +59% | +$43.4K | 0.03% | 339 |
|
|
2022
Q1 | $90K | Buy |
672
+552
| +460% | +$73.9K | 0.02% | 350 |
|
|
2021
Q4 | $17K | Buy |
+120
| New | +$17K | ﹤0.01% | 740 |
|