IWA
IVC Wealth Advisors’s Ametek AME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
5,778
+150
| +3% | +$27.1K | 0.51% | 41 |
|
|
2025
Q1 | $969K | Buy |
5,628
+9
| +0.2% | +$1.55K | 0.52% | 43 |
|
|
2024
Q4 | $1.01M | Sell |
5,619
-415
| -7% | -$74.8K | 0.57% | 37 |
|
|
2024
Q3 | $1.04M | Sell |
6,034
-199
| -3% | -$34.2K | 0.57% | 41 |
|
|
2024
Q2 | $1.04M | Buy |
6,233
+1
| +0% | +$167 | 0.58% | 40 |
|
|
2024
Q1 | $1.14M | Hold |
6,232
| – | – | 0.66% | 40 |
|
|
2023
Q4 | $1.03M | Buy |
6,232
+2
| +0% | +$330 | 0.64% | 41 |
|
|
2023
Q3 | $921K | Sell |
6,230
-168
| -3% | -$24.8K | 0.62% | 44 |
|
|
2023
Q2 | $1.04M | Sell |
6,398
-74
| -1% | -$12K | 0.66% | 38 |
|
|
2023
Q1 | $941K | Hold |
6,472
| – | – | 0.67% | 37 |
|
|
2022
Q4 | $904K | Buy |
6,472
+1
| +0% | +$140 | 0.67% | 44 |
|
|
2022
Q3 | $734K | Buy |
6,471
+1
| +0% | +$113 | 0.59% | 47 |
|
|
2022
Q2 | $711K | Buy |
6,470
+63
| +1% | +$6.92K | 0.55% | 51 |
|
|
2022
Q1 | $853K | Hold |
6,407
| – | – | 0.56% | 47 |
|
|
2021
Q4 | $942K | Sell |
6,407
-299
| -4% | -$44K | 0.61% | 45 |
|
|
2021
Q3 | $832K | Buy |
6,706
+201
| +3% | +$24.9K | 0.57% | 47 |
|
|
2021
Q2 | $868K | Hold |
6,505
| – | – | 0.61% | 43 |
|
|
2021
Q1 | $831K | Buy |
6,505
+200
| +3% | +$25.6K | 0.65% | 41 |
|
|
2020
Q4 | $762K | Buy |
+6,305
| New | +$762K | 0.73% | 39 |
|