Williams Jones Wealth Management’s Ametek AME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Sell |
2,537
-227
| -8% | -$41.1K | 0.01% | 362 |
|
|
2025
Q1 | $476K | Buy |
2,764
+475
| +21% | +$81.8K | 0.01% | 341 |
|
|
2024
Q4 | $413K | Sell |
2,289
-600
| -21% | -$108K | 0.01% | 373 |
|
|
2024
Q3 | $496K | Buy |
2,889
+2
| +0.1% | +$343 | 0.01% | 359 |
|
|
2024
Q2 | $481K | Sell |
2,887
-77
| -3% | -$12.8K | 0.01% | 356 |
|
|
2024
Q1 | $542K | Hold |
2,964
| – | – | 0.01% | 340 |
|
|
2023
Q4 | $489K | Hold |
2,964
| – | – | 0.01% | 348 |
|
|
2023
Q3 | $438K | Sell |
2,964
-20
| -0.7% | -$2.96K | 0.01% | 358 |
|
|
2023
Q2 | $483K | Sell |
2,984
-30
| -1% | -$4.86K | 0.01% | 349 |
|
|
2023
Q1 | $438K | Buy |
3,014
+6
| +0.2% | +$872 | 0.01% | 391 |
|
|
2022
Q4 | $420K | Hold |
3,008
| – | – | 0.01% | 389 |
|
|
2022
Q3 | $341K | Sell |
3,008
-100
| -3% | -$11.3K | 0.01% | 419 |
|
|
2022
Q2 | $342K | Buy |
3,108
+33
| +1% | +$3.63K | 0.01% | 431 |
|
|
2022
Q1 | $410K | Buy |
3,075
+40
| +1% | +$5.33K | 0.01% | 379 |
|
|
2021
Q4 | $446K | Sell |
3,035
-153
| -5% | -$22.5K | 0.01% | 346 |
|
|
2021
Q3 | $395K | Hold |
3,188
| – | – | 0.01% | 349 |
|
|
2021
Q2 | $426K | Buy |
3,188
+234
| +8% | +$31.3K | 0.01% | 342 |
|
|
2021
Q1 | $377K | Hold |
2,954
| – | – | 0.01% | 348 |
|
|
2020
Q4 | $357K | Sell |
2,954
-150
| -5% | -$18.1K | 0.01% | 339 |
|
|
2020
Q3 | $309K | Sell |
3,104
-150
| -5% | -$14.9K | 0.01% | 327 |
|
|
2020
Q2 | $291K | Sell |
3,254
-5
| -0.2% | -$447 | 0.01% | 324 |
|
|
2020
Q1 | $235K | Hold |
3,259
| – | – | 0.01% | 321 |
|
|
2019
Q4 | $325K | Hold |
3,259
| – | – | 0.01% | 341 |
|
|
2019
Q3 | $299K | Buy |
+3,259
| New | +$299K | 0.01% | 337 |
|