Heritage Trust’s Amphenol APH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $985K | Buy |
+9,973
| New | +$985K | 0.11% | 167 |
|
2024
Q2 | $216K | Buy |
+3,200
| New | +$216K | 0.03% | 272 |
|
2019
Q1 | – | Sell |
-3,200
| Closed | -$65K | – | 192 |
|
2018
Q4 | $65K | Hold |
3,200
| – | – | 0.03% | 191 |
|
2018
Q3 | $75K | Hold |
3,200
| – | – | 0.03% | 186 |
|
2018
Q2 | $70K | Hold |
3,200
| – | – | 0.03% | 181 |
|
2018
Q1 | $69K | Hold |
3,200
| – | – | 0.03% | 174 |
|
2017
Q4 | $70K | Hold |
3,200
| – | – | 0.03% | 168 |
|
2017
Q3 | $68K | Hold |
3,200
| – | – | 0.03% | 171 |
|
2017
Q2 | $59K | Hold |
3,200
| – | – | 0.02% | 172 |
|
2017
Q1 | $57K | Buy |
+3,200
| New | +$57K | 0.02% | 177 |
|