WR Wealth Planners’s Ametek AME Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $19.6K | Buy |
109
+2
| +2% | +$361 | 0.01% | 463 |
|
2024
Q3 | $18.4K | Buy |
107
+24
| +29% | +$4.12K | 0.01% | 503 |
|
2024
Q2 | $13.8K | Buy |
83
+11
| +15% | +$1.83K | ﹤0.01% | 516 |
|
2024
Q1 | $13.2K | Buy |
+72
| New | +$13.2K | ﹤0.01% | 539 |
|
2023
Q4 | – | Sell |
-66
| Closed | -$9.75K | – | 212 |
|
2023
Q3 | $9.75K | Hold |
66
| – | – | ﹤0.01% | 571 |
|
2023
Q2 | $10.7K | Sell |
66
-5
| -7% | -$809 | ﹤0.01% | 544 |
|
2023
Q1 | $10.3K | Buy |
+71
| New | +$10.3K | ﹤0.01% | 549 |
|