Number of Shares
9,817.00
Current Holdings Value*
$1.69 Mil
% of Portfolio
1%
Total Estimate Gain
$685,504.05
% of Total Estimate Gain
27.47%

Trivant Custom Portfolio Group, LLC's AMETEK Inc Holding Summary

As of 2025-03-31, Trivant Custom Portfolio Group, LLC held 9,817.00 shares of AMETEK Inc(AME), totaling $1.69 Mil. This investment constitutes 1% of their stock portfolio, and Trivant Custom Portfolio Group, LLC now holds 0% of the outstanding AMETEK Inc(AME) stock.

The initial trade took place in 2023Q1. And since then Trivant Custom Portfolio Group, LLC has made 3 purchases of AME, at an average price of $142.45, for a total of 17,519.00 shares. In addition, there have been 5 sales at an average price of $180.56 for 7,702.00 shares. Based on historical transaction data and AME's current price of $182.37, Trivant Custom Portfolio Group, LLC's estimated gain on his AME holdings is $685,504.05, reflecting a 27.47% gain to date.

Trivant Custom Portfolio Group, LLC AME ($182.37) Holding Chart

Trivant Custom Portfolio Group, LLC AME ($182.37) 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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