Avantax Planning Partners’s Amphenol APH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Buy |
+2,878
| New | +$284K | 0.01% | 359 |
|
|
2025
Q1 | – | Sell |
-3,174
| Closed | -$220K | – | 433 |
|
|
2024
Q4 | $220K | Buy |
3,174
+19
| +0.6% | +$1.32K | 0.01% | 397 |
|
|
2024
Q3 | $206K | Sell |
3,155
-707
| -18% | -$46.1K | 0.01% | 415 |
|
|
2024
Q2 | $260K | Buy |
3,862
+128
| +3% | +$8.62K | 0.01% | 385 |
|
|
2024
Q1 | $215K | Buy |
+3,734
| New | +$215K | 0.01% | 433 |
|
|
2018
Q4 | – | Sell |
-1,180
| Closed | -$28K | – | 329 |
|
|
2018
Q3 | $28K | Buy |
+1,180
| New | +$28K | ﹤0.01% | 620 |
|
|
2018
Q2 | – | Sell |
-1,420
| Closed | -$30K | – | 309 |
|
|
2018
Q1 | $30K | Buy |
+1,420
| New | +$30K | ﹤0.01% | 645 |
|