Integrated Wealth Concepts’s Amphenol APH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
24,136
+9,660
| +67% | +$954K | 0.02% | 561 |
|
|
2025
Q1 | $949K | Buy |
14,476
+1,693
| +13% | +$111K | 0.01% | 852 |
|
|
2024
Q4 | $888K | Buy |
12,783
+2,441
| +24% | +$170K | 0.01% | 872 |
|
|
2024
Q3 | $674K | Buy |
10,342
+811
| +9% | +$52.8K | 0.01% | 960 |
|
|
2024
Q2 | $642K | Buy |
9,531
+445
| +5% | +$30K | 0.01% | 945 |
|
|
2024
Q1 | $524K | Buy |
9,086
+774
| +9% | +$44.6K | 0.01% | 1036 |
|
|
2023
Q4 | $412K | Sell |
8,312
-1,700
| -17% | -$84.3K | 0.01% | 1088 |
|
|
2023
Q3 | $420K | Buy |
10,012
+290
| +3% | +$12.2K | 0.01% | 1052 |
|
|
2023
Q2 | $413K | Sell |
9,722
-140
| -1% | -$5.95K | 0.01% | 1079 |
|
|
2023
Q1 | $403K | Buy |
9,862
+1,334
| +16% | +$54.5K | 0.01% | 929 |
|
|
2022
Q4 | $325K | Sell |
8,528
-214
| -2% | -$8.16K | 0.01% | 791 |
|
|
2022
Q3 | $293K | Buy |
8,742
+370
| +4% | +$12.4K | 0.01% | 742 |
|
|
2022
Q2 | $269K | Sell |
8,372
-610
| -7% | -$19.6K | 0.01% | 792 |
|
|
2022
Q1 | $338K | Sell |
8,982
-14,838
| -62% | -$558K | 0.01% | 704 |
|
|
2021
Q4 | $1.04M | Buy |
23,820
+110
| +0.5% | +$4.81K | 0.03% | 406 |
|
|
2021
Q3 | $868K | Buy |
23,710
+924
| +4% | +$33.8K | 0.03% | 435 |
|
|
2021
Q2 | $779K | Buy |
22,786
+732
| +3% | +$25K | 0.03% | 421 |
|
|
2021
Q1 | $727K | Buy |
22,054
+1,242
| +6% | +$40.9K | 0.03% | 371 |
|
|
2020
Q4 | $680K | Buy |
20,812
+3,500
| +20% | +$114K | 0.03% | 334 |
|
|
2020
Q3 | $469K | Buy |
17,312
+2,348
| +16% | +$63.6K | 0.03% | 355 |
|
|
2020
Q2 | $358K | Buy |
14,964
+1,544
| +12% | +$36.9K | 0.03% | 358 |
|
|
2020
Q1 | $245K | Sell |
13,420
-252
| -2% | -$4.6K | 0.02% | 350 |
|
|
2019
Q4 | $370K | Buy |
13,672
+520
| +4% | +$14.1K | 0.03% | 317 |
|
|
2019
Q3 | $317K | Buy |
13,152
+1,712
| +15% | +$41.3K | 0.04% | 301 |
|
|
2019
Q2 | $273K | Buy |
11,440
+840
| +8% | +$20K | 0.04% | 297 |
|
|
2019
Q1 | $250K | Buy |
+10,600
| New | +$250K | 0.04% | 277 |
|
|
2018
Q4 | – | Sell |
-9,884
| Closed | -$233K | – | 268 |
|
|
2018
Q3 | $233K | Buy |
+9,884
| New | +$233K | 0.07% | 217 |
|