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 |
|