LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Ametek AME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Hold |
1,249
| – | – | ﹤0.01% | 261 |
|
|
2025
Q1 | $203K | Hold |
1,249
| – | – | ﹤0.01% | 266 |
|
|
2024
Q4 | $231K | Buy |
1,249
+249
| +25% | +$46.1K | ﹤0.01% | 270 |
|
|
2024
Q3 | $167K | Buy |
+1,000
| New | +$167K | ﹤0.01% | 297 |
|
|
2024
Q1 | – | Sell |
-300
| Closed | -$48.6K | – | 566 |
|
|
2023
Q4 | $48.6K | Hold |
300
| – | – | ﹤0.01% | 403 |
|
|
2023
Q3 | $43.1K | Hold |
300
| – | – | ﹤0.01% | 430 |
|
|
2023
Q2 | $48.6K | Hold |
300
| – | – | ﹤0.01% | 428 |
|
|
2023
Q1 | $43.6K | Hold |
300
| – | – | ﹤0.01% | 425 |
|
|
2022
Q4 | $41.9K | Hold |
300
| – | – | ﹤0.01% | 423 |
|
|
2022
Q3 | $34K | Hold |
300
| – | – | ﹤0.01% | 457 |
|
|
2022
Q2 | $33K | Hold |
300
| – | – | ﹤0.01% | 471 |
|
|
2022
Q1 | $40K | Hold |
300
| – | – | ﹤0.01% | 464 |
|
|
2021
Q4 | $44K | Hold |
300
| – | – | ﹤0.01% | 475 |
|
|
2021
Q3 | $37K | Hold |
300
| – | – | ﹤0.01% | 482 |
|
|
2021
Q2 | $40K | Buy |
+300
| New | +$40K | ﹤0.01% | 489 |
|
|
2021
Q1 | – | Sell |
-300
| Closed | -$36K | – | 317 |
|
|
2020
Q4 | $36K | Hold |
300
| – | – | ﹤0.01% | 455 |
|
|
2020
Q3 | $30K | Sell |
300
-230
| -43% | -$23K | ﹤0.01% | 438 |
|
|
2020
Q2 | $47K | Hold |
530
| – | – | ﹤0.01% | 379 |
|
|
2020
Q1 | $38K | Buy |
530
+222
| +72% | +$15.9K | ﹤0.01% | 404 |
|
|
2019
Q4 | $31K | Sell |
308
-13
| -4% | -$1.31K | ﹤0.01% | 474 |
|
|
2019
Q3 | $29K | Hold |
321
| – | – | ﹤0.01% | 471 |
|
|
2019
Q2 | $29K | Buy |
321
+78
| +32% | +$7.05K | ﹤0.01% | 466 |
|
|
2019
Q1 | $20K | Sell |
243
-255
| -51% | -$21K | ﹤0.01% | 523 |
|
|
2018
Q4 | $34K | Hold |
498
| – | – | ﹤0.01% | 452 |
|
|
2018
Q3 | $39K | Hold |
498
| – | – | ﹤0.01% | 444 |
|
|
2018
Q2 | $36K | Hold |
498
| – | – | ﹤0.01% | 459 |
|
|
2018
Q1 | $38K | Hold |
498
| – | – | ﹤0.01% | 471 |
|
|
2017
Q4 | $36K | Hold |
498
| – | – | ﹤0.01% | 469 |
|
|
2017
Q3 | $33K | Buy |
498
+13
| +3% | +$861 | ﹤0.01% | 464 |
|
|
2017
Q2 | $30K | Sell |
485
-170
| -26% | -$10.5K | ﹤0.01% | 459 |
|
|
2017
Q1 | $35K | Hold |
655
| – | – | ﹤0.01% | 447 |
|
|
2016
Q4 | $32K | Hold |
655
| – | – | ﹤0.01% | 432 |
|
|
2016
Q3 | $31K | Hold |
655
| – | – | ﹤0.01% | 442 |
|
|
2016
Q2 | $30K | Hold |
655
| – | – | ﹤0.01% | 444 |
|
|
2016
Q1 | $33K | Hold |
655
| – | – | ﹤0.01% | 439 |
|
|
2015
Q4 | $35K | Sell |
655
-70
| -10% | -$3.74K | ﹤0.01% | 464 |
|
|
2015
Q3 | $40K | Hold |
725
| – | – | ﹤0.01% | 437 |
|
|
2015
Q2 | $40K | Hold |
725
| – | – | ﹤0.01% | 437 |
|
|
2015
Q1 | $38K | Sell |
725
-205
| -22% | -$10.7K | ﹤0.01% | 459 |
|
|
2014
Q4 | $49K | Hold |
930
| – | – | ﹤0.01% | 426 |
|
|
2014
Q3 | $47K | Sell |
930
-195
| -17% | -$9.86K | ﹤0.01% | 419 |
|
|
2014
Q2 | $59K | Buy |
+1,125
| New | +$59K | ﹤0.01% | 416 |
|