Jacobsen Capital Management’s Amphenol APH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$865K Sell
8,764
-309
-3% -$30.5K 0.32% 33
2025
Q1
$595K Sell
9,073
-36
-0.4% -$2.36K 0.26% 41
2024
Q4
$633K Sell
9,109
-760
-8% -$52.8K 0.27% 35
2024
Q3
$643K Sell
9,869
-1,104
-10% -$71.9K 0.27% 38
2024
Q2
$739K Sell
10,973
-847
-7% -$57.1K 0.33% 34
2024
Q1
$682K Sell
11,820
-406
-3% -$23.4K 0.32% 31
2023
Q4
$606K Buy
12,226
+216
+2% +$10.7K 0.31% 32
2023
Q3
$504K Sell
12,010
-1,570
-12% -$65.9K 0.27% 37
2023
Q2
$577K Sell
13,580
-3,392
-20% -$144K 0.3% 34
2023
Q1
$693K Sell
16,972
-20,456
-55% -$836K 0.37% 29
2022
Q4
$1.43M Sell
37,428
-6,124
-14% -$233K 0.76% 28
2022
Q3
$1.46M Buy
43,552
+8
+0% +$268 0.83% 26
2022
Q2
$1.4M Sell
43,544
-1,814
-4% -$58.4K 0.75% 30
2022
Q1
$1.71M Buy
45,358
+4,930
+12% +$186K 0.78% 30
2021
Q4
$1.77M Sell
40,428
-60
-0.1% -$2.62K 0.84% 27
2021
Q3
$1.48M Buy
40,488
+1,258
+3% +$46K 0.75% 30
2021
Q2
$1.34M Buy
39,230
+974
+3% +$33.3K 0.68% 33
2021
Q1
$1.26M Sell
38,256
-2,024
-5% -$66.8K 0.7% 28
2020
Q4
$1.32M Hold
40,280
0.78% 26
2020
Q3
$1.09M Sell
40,280
-1,240
-3% -$33.6K 0.76% 29
2020
Q2
$994K Buy
+41,520
New +$994K 0.76% 27
2019
Q4
$838K Buy
30,972
+360
+1% +$9.74K 0.84% 29
2019
Q3
$738K Hold
30,612
0.71% 39
2019
Q2
$734K Buy
+30,612
New +$734K 0.73% 36