Number of Shares
22,247.00
Current Holdings Value*
$3.83 Mil
% of Portfolio
3.24%
Total Estimate Gain
$586,439.47
% of Total Estimate Gain
16.82%

1858 WEALTH MANAGEMENT, LLC's AMETEK Inc Holding Summary

As of 2025-03-31, 1858 WEALTH MANAGEMENT, LLC held 22,247.00 shares of AMETEK Inc(AME), totaling $3.83 Mil. This investment constitutes 3.24% of their stock portfolio, and 1858 WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding AMETEK Inc(AME) stock.

The initial trade took place in 2023Q4. And since then 1858 WEALTH MANAGEMENT, LLC has made 1 purchases of AME, at an average price of $152.45, for a total of 22,869.00 shares. In addition, there have been 3 sales at an average price of $178.31 for 622.00 shares. Based on historical transaction data and AME's current price of $178.09, 1858 WEALTH MANAGEMENT, LLC's estimated gain on his AME holdings is $586,439.47, reflecting a 16.82% gain to date.

1858 WEALTH MANAGEMENT, LLC AME ($178.09) Holding Chart

1858 WEALTH MANAGEMENT, LLC AME ($178.09) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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