Exencial Wealth Advisors’s Amphenol APH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
+2,393
| New | +$236K | 0.01% | 461 |
|
|
2023
Q2 | – | Sell |
-26,358
| Closed | -$1.08M | – | 430 |
|
|
2023
Q1 | $1.08M | Sell |
26,358
-2,110
| -7% | -$86.2K | 0.06% | 214 |
|
|
2022
Q4 | $1.08M | Buy |
28,468
+174
| +0.6% | +$6.62K | 0.06% | 208 |
|
|
2022
Q3 | $947K | Buy |
28,294
+80
| +0.3% | +$2.68K | 0.06% | 212 |
|
|
2022
Q2 | $908K | Buy |
28,214
+42
| +0.1% | +$1.35K | 0.05% | 221 |
|
|
2022
Q1 | $1.06M | Buy |
28,172
+28
| +0.1% | +$1.06K | 0.05% | 227 |
|
|
2021
Q4 | $1.23M | Sell |
28,144
-25,360
| -47% | -$1.11M | 0.06% | 217 |
|
|
2021
Q3 | $1.96M | Buy |
53,504
+22,148
| +71% | +$811K | 0.09% | 151 |
|
|
2021
Q2 | $1.07M | Buy |
31,356
+1,984
| +7% | +$67.9K | 0.06% | 225 |
|
|
2021
Q1 | $969K | Sell |
29,372
-6,656
| -18% | -$220K | 0.06% | 220 |
|
|
2020
Q4 | $1.18M | Buy |
36,028
+4,496
| +14% | +$147K | 0.08% | 185 |
|
|
2020
Q3 | $853K | Buy |
31,532
+4,800
| +18% | +$130K | 0.05% | 211 |
|
|
2020
Q2 | $640K | Buy |
26,732
+1,012
| +4% | +$24.2K | 0.06% | 205 |
|
|
2020
Q1 | $469K | Buy |
25,720
+2,396
| +10% | +$43.7K | 0.08% | 156 |
|
|
2019
Q4 | $631K | Hold |
23,324
| – | – | 0.11% | 152 |
|
|
2019
Q3 | $563K | Sell |
23,324
-656
| -3% | -$15.8K | 0.12% | 141 |
|
|
2019
Q2 | $575K | Hold |
23,980
| – | – | 0.13% | 130 |
|
|
2019
Q1 | $566K | Hold |
23,980
| – | – | 0.13% | 132 |
|
|
2018
Q4 | $486K | Buy |
+23,980
| New | +$486K | 0.13% | 126 |
|