Heritage 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 | $332K | Hold |
3,361
| – | – | 0.02% | 165 |
|
|
2025
Q1 | $220K | Hold |
3,361
| – | – | 0.01% | 191 |
|
|
2024
Q4 | $233K | Hold |
3,361
| – | – | 0.01% | 186 |
|
|
2024
Q3 | $219K | Sell |
3,361
-15
| -0.4% | -$977 | 0.01% | 206 |
|
|
2024
Q2 | $227K | Hold |
3,376
| – | – | 0.01% | 193 |
|
|
2024
Q1 | $195K | Hold |
3,376
| – | – | 0.01% | 212 |
|
|
2023
Q4 | $167K | Hold |
3,376
| – | – | 0.01% | 227 |
|
|
2023
Q3 | $142K | Sell |
3,376
-592
| -15% | -$24.9K | 0.01% | 223 |
|
|
2023
Q2 | $169K | Sell |
3,968
-10
| -0.3% | -$425 | 0.01% | 218 |
|
|
2023
Q1 | $163K | Sell |
3,978
-254
| -6% | -$10.4K | 0.01% | 218 |
|
|
2022
Q4 | $161K | Buy |
4,232
+348
| +9% | +$13.2K | 0.01% | 229 |
|
|
2022
Q3 | $130K | Hold |
3,884
| – | – | 0.01% | 235 |
|
|
2022
Q2 | $125K | Hold |
3,884
| – | – | 0.01% | 241 |
|
|
2022
Q1 | $146K | Hold |
3,884
| – | – | 0.01% | 219 |
|
|
2021
Q4 | $170K | Sell |
3,884
-1,088
| -22% | -$47.6K | 0.01% | 215 |
|
|
2021
Q3 | $182K | Hold |
4,972
| – | – | 0.01% | 206 |
|
|
2021
Q2 | $170K | Hold |
4,972
| – | – | 0.01% | 214 |
|
|
2021
Q1 | $164K | Hold |
4,972
| – | – | 0.01% | 220 |
|
|
2020
Q4 | $163K | Hold |
4,972
| – | – | 0.01% | 211 |
|
|
2020
Q3 | $135K | Hold |
4,972
| – | – | 0.02% | 181 |
|
|
2020
Q2 | $119K | Hold |
4,972
| – | – | 0.02% | 185 |
|
|
2020
Q1 | $90.6K | Sell |
4,972
-704
| -12% | -$12.8K | 0.02% | 204 |
|
|
2019
Q4 | $154K | Buy |
5,676
+44
| +0.8% | +$1.19K | 0.02% | 190 |
|
|
2019
Q3 | $135K | Hold |
5,632
| – | – | 0.02% | 192 |
|
|
2019
Q2 | $135K | Hold |
5,632
| – | – | 0.02% | 176 |
|
|
2019
Q1 | $133K | Hold |
5,632
| – | – | 0.02% | 155 |
|
|
2018
Q4 | $114K | Sell |
5,632
-172
| -3% | -$3.48K | 0.02% | 155 |
|
|
2018
Q3 | $136K | Buy |
+5,804
| New | +$136K | 0.03% | 141 |
|