SWMP
Signature Wealth Management Partners’s Ametek AME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.16M | Hold |
34,055
| – | – | 3.52% | 7 |
|
|
2025
Q1 | $5.86M | Hold |
34,055
| – | – | 3.84% | 7 |
|
|
2024
Q4 | $6.14M | Hold |
34,055
| – | – | 4.22% | 7 |
|
|
2024
Q3 | $5.85M | Hold |
34,055
| – | – | 4.23% | 6 |
|
|
2024
Q2 | $5.68M | Sell |
34,055
-153
| -0.4% | -$25.5K | 4.32% | 6 |
|
|
2024
Q1 | $6.26M | Sell |
34,208
-1,858
| -5% | -$340K | 5.09% | 6 |
|
|
2023
Q4 | $5.95M | Hold |
36,066
| – | – | 5.21% | 6 |
|
|
2023
Q3 | $5.33M | Sell |
36,066
-2,150
| -6% | -$318K | 5.21% | 6 |
|
|
2023
Q2 | $6.19M | Sell |
38,216
-1,317
| -3% | -$213K | 5.73% | 6 |
|
|
2023
Q1 | $5.75M | Sell |
39,533
-591
| -1% | -$85.9K | 5.33% | 5 |
|
|
2022
Q4 | $5.61M | Hold |
40,124
| – | – | 5.52% | 4 |
|
|
2022
Q3 | $4.55M | Hold |
40,124
| – | – | 5.01% | 4 |
|
|
2022
Q2 | $4.41M | Hold |
40,124
| – | – | 4.52% | 4 |
|
|
2022
Q1 | $5.34M | Hold |
40,124
| – | – | 4.55% | 4 |
|
|
2021
Q4 | $5.9M | Hold |
40,124
| – | – | 5% | 4 |
|
|
2021
Q3 | $4.98M | Hold |
40,124
| – | – | 4.51% | 4 |
|
|
2021
Q2 | $5.36M | Sell |
40,124
-30
| -0.1% | -$4.01K | 4.86% | 4 |
|
|
2021
Q1 | $5.13M | Buy |
40,154
+2,532
| +7% | +$323K | 4.92% | 4 |
|
|
2020
Q4 | $4.55M | Buy |
+37,622
| New | +$4.55M | 4.55% | 5 |
|