Wealthspire Advisors (New York)’s Ametek AME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Sell |
1,739
-130
| -7% | -$23.5K | ﹤0.01% | 652 |
|
|
2025
Q1 | $322K | Buy |
1,869
+11
| +0.6% | +$1.89K | ﹤0.01% | 625 |
|
|
2024
Q4 | $335K | Buy |
+1,858
| New | +$335K | ﹤0.01% | 626 |
|
|
2024
Q2 | – | Sell |
-1,187
| Closed | -$217K | – | 665 |
|
|
2024
Q1 | $217K | Sell |
1,187
-211
| -15% | -$38.6K | ﹤0.01% | 583 |
|
|
2023
Q4 | $231K | Sell |
1,398
-773
| -36% | -$127K | ﹤0.01% | 580 |
|
|
2023
Q3 | $321K | Hold |
2,171
| – | – | 0.01% | 472 |
|
|
2023
Q2 | $351K | Buy |
+2,171
| New | +$351K | 0.01% | 433 |
|
|
2023
Q1 | – | Sell |
-1,459
| Closed | -$204K | – | 536 |
|
|
2022
Q4 | $204K | Buy |
+1,459
| New | +$204K | ﹤0.01% | 539 |
|
|
2022
Q1 | – | Sell |
-1,771
| Closed | -$260K | – | 437 |
|
|
2021
Q4 | $260K | Buy |
+1,771
| New | +$260K | 0.01% | 454 |
|
|
2021
Q2 | – | Sell |
-2,751
| Closed | -$351K | – | 383 |
|
|
2021
Q1 | $351K | Buy |
2,751
+1,028
| +60% | +$131K | 0.01% | 505 |
|
|
2020
Q4 | $208K | Buy |
+1,723
| New | +$208K | 0.01% | 542 |
|
|
2019
Q1 | – | Sell |
-211
| Closed | -$14K | – | 82 |
|
|
2018
Q4 | $14K | Buy |
+211
| New | +$14K | ﹤0.01% | 415 |
|