OBWP
O'Brien Wealth Partners’s Ametek AME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Hold |
2,547
| – | – | 0.07% | 37 |
|
|
2025
Q1 | $438K | Sell |
2,547
-31
| -1% | -$5.34K | 0.08% | 33 |
|
|
2024
Q4 | $465K | Sell |
2,578
-250
| -9% | -$45.1K | 0.08% | 32 |
|
|
2024
Q3 | $486K | Sell |
2,828
-52
| -2% | -$8.93K | 0.1% | 30 |
|
|
2024
Q2 | $480K | Sell |
2,880
-18
| -0.6% | -$3K | 0.11% | 27 |
|
|
2024
Q1 | $530K | Hold |
2,898
| – | – | 0.12% | 25 |
|
|
2023
Q4 | $478K | Sell |
2,898
-713
| -20% | -$118K | 0.12% | 25 |
|
|
2023
Q3 | $534K | Hold |
3,611
| – | – | 0.15% | 23 |
|
|
2023
Q2 | $585K | Sell |
3,611
-12
| -0.3% | -$1.94K | 0.17% | 21 |
|
|
2023
Q1 | $527K | Buy |
3,623
+4
| +0.1% | +$581 | 0.17% | 21 |
|
|
2022
Q4 | $506K | Sell |
3,619
-1,111
| -23% | -$155K | 0.2% | 17 |
|
|
2022
Q3 | $536K | Buy |
4,730
+8
| +0.2% | +$907 | 0.23% | 19 |
|
|
2022
Q2 | $519K | Sell |
4,722
-3
| -0.1% | -$330 | 0.22% | 20 |
|
|
2022
Q1 | $576K | Sell |
4,725
-6
| -0.1% | -$731 | 0.23% | 17 |
|
|
2021
Q4 | $641K | Buy |
4,731
+4
| +0.1% | +$542 | 0.22% | 15 |
|
|
2021
Q3 | $593K | Sell |
4,727
-87
| -2% | -$10.9K | 0.21% | 19 |
|
|
2021
Q2 | $652K | Buy |
4,814
+13
| +0.3% | +$1.76K | 0.22% | 22 |
|
|
2021
Q1 | $626K | Buy |
4,801
+60
| +1% | +$7.82K | 0.21% | 19 |
|
|
2020
Q4 | $586K | Buy |
4,741
+8
| +0.2% | +$989 | 0.21% | 18 |
|
|
2020
Q3 | $504K | Buy |
4,733
+15
| +0.3% | +$1.6K | 0.21% | 17 |
|
|
2020
Q2 | $407K | Hold |
4,718
| – | – | 0.17% | 18 |
|
|
2020
Q1 | $335K | Sell |
4,718
-47
| -1% | -$3.34K | 0.19% | 21 |
|
|
2019
Q4 | $482K | Buy |
4,765
+47
| +1% | +$4.75K | 0.34% | 22 |
|
|
2019
Q3 | $433K | Sell |
4,718
-1,538
| -25% | -$141K | 0.34% | 23 |
|
|
2019
Q2 | $570K | Hold |
6,256
| – | – | 0.42% | 19 |
|
|
2019
Q1 | $519K | Hold |
6,256
| – | – | 0.37% | 19 |
|
|
2018
Q4 | $440K | Hold |
6,256
| – | – | 0.3% | 22 |
|
|
2018
Q3 | $495K | Buy |
+6,256
| New | +$495K | 0.32% | 19 |
|
|
2018
Q2 | – | Sell |
-6,256
| Closed | -$475K | – | 98 |
|
|
2018
Q1 | $475K | Hold |
6,256
| – | – | 0.33% | 17 |
|
|
2017
Q4 | $453K | Hold |
6,256
| – | – | 0.29% | 19 |
|
|
2017
Q3 | $413K | Hold |
6,256
| – | – | 0.21% | 23 |
|
|
2017
Q2 | $379K | Hold |
6,256
| – | – | 0.2% | 26 |
|
|
2017
Q1 | $338K | Hold |
6,256
| – | – | 0.19% | 27 |
|
|
2016
Q4 | $304K | Hold |
6,256
| – | – | 0.18% | 28 |
|
|
2016
Q3 | $299K | Hold |
6,256
| – | – | 0.2% | 28 |
|
|
2016
Q2 | $289K | Hold |
6,256
| – | – | 0.2% | 28 |
|
|
2016
Q1 | $313K | Hold |
6,256
| – | – | 0.24% | 27 |
|
|
2015
Q4 | $335K | Buy |
+6,256
| New | +$335K | 0.33% | 25 |
|