EFS
Essex Financial Services’s Amphenol APH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
12,199
+510
| +4% | +$50.4K | 0.08% | 223 |
|
|
2025
Q1 | $767K | Buy |
11,689
+505
| +5% | +$33.1K | 0.06% | 290 |
|
|
2024
Q4 | $777K | Sell |
11,184
-469
| -4% | -$32.6K | 0.05% | 289 |
|
|
2024
Q3 | $779K | Sell |
11,653
-942
| -7% | -$63K | 0.06% | 291 |
|
|
2024
Q2 | $785K | Buy |
12,595
+6,632
| +111% | +$414K | 0.06% | 284 |
|
|
2024
Q1 | $688K | Buy |
5,963
+660
| +12% | +$76.1K | 0.06% | 266 |
|
|
2023
Q4 | $526K | Buy |
5,303
+1,765
| +50% | +$175K | 0.05% | 297 |
|
|
2023
Q3 | $297K | Sell |
3,538
-288
| -8% | -$24.2K | 0.03% | 374 |
|
|
2023
Q2 | $325K | Hold |
3,826
| – | – | 0.04% | 351 |
|
|
2023
Q1 | $313K | Sell |
3,826
-109
| -3% | -$8.91K | 0.03% | 374 |
|
|
2022
Q4 | $299K | Buy |
3,935
+51
| +1% | +$3.88K | 0.03% | 362 |
|
|
2022
Q3 | $260K | Buy |
3,884
+13
| +0.3% | +$870 | 0.03% | 365 |
|
|
2022
Q2 | $249K | Sell |
3,871
-48
| -1% | -$3.09K | 0.03% | 410 |
|
|
2022
Q1 | $295K | Hold |
3,919
| – | – | 0.03% | 378 |
|
|
2021
Q4 | $343K | Sell |
3,919
-5
| -0.1% | -$438 | 0.03% | 342 |
|
|
2021
Q3 | $287K | Buy |
3,924
+98
| +3% | +$7.17K | 0.03% | 355 |
|
|
2021
Q2 | $252K | Hold |
3,826
| – | – | 0.04% | 370 |
|
|
2021
Q1 | $252K | Buy |
3,826
+963
| +34% | +$63.4K | 0.05% | 298 |
|
|
2020
Q4 | $374K | Hold |
2,863
| – | – | 0.07% | 220 |
|
|
2020
Q3 | $310K | Hold |
2,863
| – | – | 0.08% | 217 |
|
|
2020
Q2 | $274K | Buy |
+2,863
| New | +$274K | 0.08% | 201 |
|
|
2020
Q1 | – | Sell |
-2,708
| Closed | -$293K | – | 248 |
|
|
2019
Q4 | $293K | Hold |
2,708
| – | – | 0.08% | 210 |
|
|
2019
Q3 | $261K | Hold |
2,708
| – | – | 0.08% | 208 |
|
|
2019
Q2 | $260K | Hold |
2,708
| – | – | 0.08% | 202 |
|
|
2019
Q1 | $256K | Hold |
2,708
| – | – | 0.08% | 196 |
|
|
2018
Q4 | $219K | Hold |
2,708
| – | – | 0.07% | 220 |
|
|
2018
Q3 | $255K | Hold |
2,708
| – | – | 0.06% | 236 |
|
|
2018
Q2 | $236K | Hold |
2,708
| – | – | 0.06% | 236 |
|
|
2018
Q1 | $233K | Hold |
2,708
| – | – | 0.05% | 304 |
|
|
2017
Q4 | $238K | Hold |
2,708
| – | – | 0.06% | 243 |
|
|
2017
Q3 | $229K | Buy |
+2,708
| New | +$229K | 0.06% | 245 |
|