Legacy Wealth Management (Mississippi)’s Ametek AME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$498K Sell
2,750
-155
-5% -$28K 0.15% 65
2025
Q1
$500K Sell
2,905
-69
-2% -$11.9K 0.16% 66
2024
Q4
$536K Buy
2,974
+120
+4% +$21.6K 0.21% 65
2024
Q3
$490K Hold
2,854
0.18% 74
2024
Q2
$476K Hold
2,854
0.2% 59
2024
Q1
$522K Hold
2,854
0.24% 57
2023
Q4
$471K Hold
2,854
0.23% 62
2023
Q3
$422K Sell
2,854
-28
-1% -$4.14K 0.22% 66
2023
Q2
$467K Sell
2,882
-11
-0.4% -$1.78K 0.23% 61
2023
Q1
$420K Hold
2,893
0.23% 62
2022
Q4
$404K Sell
2,893
-85
-3% -$11.9K 0.24% 62
2022
Q3
$338K Sell
2,978
-600
-17% -$68K 0.23% 67
2022
Q2
$393K Hold
3,578
0.24% 72
2022
Q1
$477K Hold
3,578
0.25% 74
2021
Q4
$526K Hold
3,578
0.27% 71
2021
Q3
$444K Sell
3,578
-70
-2% -$8.68K 0.24% 77
2021
Q2
$487K Hold
3,648
0.27% 71
2021
Q1
$466K Sell
3,648
-199
-5% -$25.4K 0.28% 67
2020
Q4
$465K Sell
3,847
-100
-3% -$12.1K 0.29% 68
2020
Q3
$392K Hold
3,947
0.27% 73
2020
Q2
$353K Buy
3,947
+322
+9% +$28.8K 0.27% 76
2020
Q1
$261K Buy
+3,625
New +$261K 0.24% 80