Concord Wealth Partners’s Amphenol APH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-134
| Closed | -$18.1K | – | 234 |
|
|
2025
Q4 | $18.1K | Buy |
134
+9
| +7% | +$1.2K | ﹤0.01% | 458 |
|
|
2025
Q3 | $15.5K | Hold |
125
| – | – | ﹤0.01% | 486 |
|
|
2025
Q2 | $12.4K | Buy |
125
+10
| +9% | +$818 | ﹤0.01% | 516 |
|
|
2025
Q1 | $7.54K | Buy |
115
+43
| +60% | +$2.93K | ﹤0.01% | 539 |
|
|
2024
Q4 | $5K | Hold |
72
| – | – | ﹤0.01% | 603 |
|
|
2024
Q3 | $4.69K | Hold |
72
| – | – | ﹤0.01% | 647 |
|
|
2024
Q2 | $4.85K | Hold |
72
| – | – | ﹤0.01% | 577 |
|
|
2024
Q1 | $4.15K | Buy |
+72
| New | +$3.77K | ﹤0.01% | 680 |
|
|
2023
Q4 | – | Sell |
-382
| Closed | -$16K | – | 819 |
|
|
2023
Q3 | $16K | Hold |
382
| – | – | ﹤0.01% | 545 |
|
|
2023
Q2 | $16.2K | Buy |
+382
| New | +$14.8K | ﹤0.01% | 536 |
|
|
2023
Q1 | – | Sell |
-414
| Closed | -$15.8K | – | 1000 |
|
|
2022
Q4 | $15.8K | Buy |
+414
| New | +$15.7K | ﹤0.01% | 570 |
|
|
2022
Q3 | – | Sell |
-876
| Closed | -$28K | – | 210 |
|
|
2022
Q2 | $28K | Sell |
876
-5,476
| -86% | -$190K | 0.01% | 464 |
|
|
2022
Q1 | $239K | Buy |
6,352
+158
| +3% | +$6.12K | 0.06% | 159 |
|
|
2021
Q4 | $271K | Buy |
6,194
+4,344
| +235% | +$176K | 0.07% | 148 |
|
|
2021
Q3 | $68K | Sell |
1,850
-3,306
| -64% | -$121K | 0.03% | 175 |
|
|
2021
Q2 | $176K | Buy |
5,156
+632
| +14% | +$21.3K | 0.05% | 152 |
|
|
2021
Q1 | $149K | Buy |
4,524
+4,444
| +5,555% | +$144K | 0.05% | 160 |
|
|
2020
Q4 | $3K | Buy |
+80
| New | +$2.46K | ﹤0.01% | 457 |
|
Other funds holding APH
VCM
VPM
