J. Stern & Co’s Amphenol APH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$78.2M Buy
871,809
+26,690
+3% +$2.39M 6.68% 4
2025
Q1
$55.4M Buy
845,119
+71,421
+9% +$4.68M 5.31% 8
2024
Q4
$53.7M Buy
773,698
+24,446
+3% +$1.7M 5.06% 9
2024
Q3
$48.8M Buy
749,252
+35,339
+5% +$2.3M 5.2% 7
2024
Q2
$48.1M Sell
713,913
-73,465
-9% -$4.95M 5.73% 7
2024
Q1
$45.4M Buy
787,378
+151,356
+24% +$8.73M 5.74% 8
2023
Q4
$32.2M Buy
+636,022
New +$32.2M 5.86% 8