CWP
Curated Wealth Partners’s Amphenol APH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Buy |
4,762
+10
| +0.2% | +$988 | 0.06% | 98 |
|
|
2025
Q1 | $312K | Hold |
4,752
| – | – | 0.04% | 119 |
|
|
2024
Q4 | $330K | Hold |
4,752
| – | – | 0.04% | 109 |
|
|
2024
Q3 | $310K | Hold |
4,752
| – | – | 0.04% | 104 |
|
|
2024
Q2 | $320K | Buy |
+4,752
| New | +$320K | 0.04% | 103 |
|
|
2024
Q1 | – | Sell |
-3,087
| Closed | -$306K | – | 16 |
|
|
2023
Q4 | $306K | Hold |
3,087
| – | – | 0.05% | 115 |
|
|
2023
Q3 | $259K | Sell |
3,087
-172
| -5% | -$14.4K | 0.05% | 114 |
|
|
2023
Q2 | $277K | Hold |
3,259
| – | – | 0.05% | 104 |
|
|
2023
Q1 | $266K | Hold |
3,259
| – | – | 0.06% | 106 |
|
|
2022
Q4 | $248K | Hold |
3,259
| – | – | 0.06% | 110 |
|
|
2022
Q3 | $219K | Buy |
3,259
+2
| +0.1% | +$134 | 0.06% | 114 |
|
|
2022
Q2 | $210K | Sell |
3,257
-112
| -3% | -$7.22K | 0.06% | 121 |
|
|
2022
Q1 | $295K | Hold |
3,369
| – | – | 0.1% | 112 |
|
|
2021
Q4 | $295K | Buy |
3,369
+1
| +0% | +$88 | 0.1% | 116 |
|
|
2021
Q3 | $247K | Hold |
3,368
| – | – | 0.14% | 122 |
|
|
2021
Q2 | $230K | Hold |
3,368
| – | – | 0.13% | 132 |
|
|
2021
Q1 | $222K | Buy |
3,368
+1,342
| +66% | +$88.5K | 0.14% | 129 |
|
|
2020
Q4 | $265K | Buy |
+2,026
| New | +$265K | 0.17% | 116 |
|