IWA
IBEX Wealth Advisors’s Amphenol APH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,855
| Closed | -$337K | – | 130 |
|
|
2024
Q4 | $337K | Buy |
+4,855
| New | +$337K | 0.04% | 164 |
|
|
2024
Q3 | – | Sell |
-4,380
| Closed | -$295K | – | 85 |
|
|
2024
Q2 | $295K | Buy |
+4,380
| New | +$295K | 0.05% | 108 |
|
|
2022
Q1 | – | Sell |
-2,987
| Closed | -$261K | – | 175 |
|
|
2021
Q4 | $261K | Hold |
2,987
| – | – | 0.05% | 157 |
|
|
2021
Q3 | $219K | Hold |
2,987
| – | – | 0.04% | 167 |
|
|
2021
Q2 | $204K | Buy |
+2,987
| New | +$204K | 0.04% | 170 |
|
|
2019
Q3 | – | Sell |
-486
| Closed | -$46K | – | 105 |
|
|
2019
Q2 | $46K | Buy |
+486
| New | +$46K | 0.01% | 227 |
|