Marshall Financial Group (Maryland)’s Ametek AME Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,465	Closed	-$264K	–	235
2024 Q4	$264K	Sell	1,465 -5,449	-79%	-$993K	0.06%	194
2024 Q3	$1.19M	Buy	6,914 +89	+1%	+$14.9K	0.28%	92
2024 Q2	$1.14M	Buy	6,825 +165	+2%	+$28.5K	0.32%	80
2024 Q1	$1.22M	Buy	6,660 +504	+8%	+$86.8K	0.35%	74
2023 Q4	$1.02M	Buy	6,156 +132	+2%	+$20.1K	0.33%	78
2023 Q3	$890K	Sell	6,024 -83	-1%	-$13K	0.32%	77
2023 Q2	$989K	Buy	6,107 +85	+1%	+$12.4K	0.34%	72
2023 Q1	$875K	Sell	6,022 -1,789	-23%	-$254K	0.31%	82
2022 Q4	$1.09M	Buy	7,811 +44	+0.6%	+$5.83K	0.42%	75
2022 Q3	$881K	Sell	7,767 -172	-2%	-$20.6K	0.37%	81
2022 Q2	$872K	Buy	7,939 +5,880	+286%	+$715K	0.35%	88
2022 Q1	$274K	Hold	2,059	–	–	0.11%	178
2021 Q4	$303K	Sell	2,059 -3,470	-63%	-$475K	0.11%	177
2021 Q3	$686K	Buy	5,529 +558	+11%	+$75K	0.35%	105
2021 Q2	$664K	Buy	+4,971	New	+$666K	0.36%	100