JSA
Jacobson & Schmitt Advisors’s Amphenol APH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.9M | Buy |
272,381
+7,868
| +3% | +$777K | 4.77% | 3 |
|
|
2025
Q1 | $17.3M | Buy |
264,513
+3,831
| +1% | +$251K | 3.55% | 7 |
|
|
2024
Q4 | $18.1M | Sell |
260,682
-17,261
| -6% | -$1.2M | 3.5% | 4 |
|
|
2024
Q3 | $18.1M | Buy |
277,943
+5,469
| +2% | +$356K | 3.72% | 5 |
|
|
2024
Q2 | $18.4M | Buy |
272,474
+137,268
| +102% | +$9.25M | 4.17% | 4 |
|
|
2024
Q1 | $15.6M | Sell |
135,206
-8,232
| -6% | -$950K | 3.69% | 7 |
|
|
2023
Q4 | $14.2M | Sell |
143,438
-34,210
| -19% | -$3.39M | 3.6% | 7 |
|
|
2023
Q3 | $14.9M | Sell |
177,648
-641
| -0.4% | -$53.8K | 4.24% | 5 |
|
|
2023
Q2 | $15.1M | Sell |
178,289
-14,011
| -7% | -$1.19M | 4.3% | 5 |
|
|
2023
Q1 | $15.7M | Sell |
192,300
-1,563
| -0.8% | -$128K | 4.51% | 3 |
|
|
2022
Q4 | $13M | Hold |
193,863
| – | – | 4.15% | 9 |
|
|
2022
Q3 | $13M | Buy |
193,863
+1,755
| +0.9% | +$118K | 4.15% | 9 |
|
|
2022
Q2 | $12.4M | Buy |
192,108
+2,722
| +1% | +$175K | 3.85% | 9 |
|
|
2022
Q1 | $14.3M | Buy |
189,386
+4,947
| +3% | +$373K | 3.71% | 11 |
|
|
2021
Q4 | $16.1M | Buy |
184,439
+1,592
| +0.9% | +$139K | 3.91% | 10 |
|
|
2021
Q3 | $13.4M | Sell |
182,847
-1,392
| -0.8% | -$102K | 3.69% | 9 |
|
|
2021
Q2 | $12.6M | Sell |
184,239
-3,720
| -2% | -$254K | 3.57% | 12 |
|
|
2021
Q1 | $12.4M | Buy |
187,959
+77,854
| +71% | +$5.14M | 4.01% | 10 |
|
|
2020
Q4 | $14.4M | Sell |
110,105
-1,537
| -1% | -$201K | 4.89% | 6 |
|
|
2020
Q3 | $12.1M | Sell |
111,642
-740
| -0.7% | -$80.1K | 4.6% | 7 |
|
|
2020
Q2 | $10.8M | Buy |
112,382
+32,139
| +40% | +$3.08M | 4.63% | 7 |
|
|
2020
Q1 | $5.85M | Buy |
80,243
+6,896
| +9% | +$503K | 3.31% | 14 |
|
|
2019
Q4 | $7.94M | Buy |
73,347
+3,522
| +5% | +$381K | 3.95% | 8 |
|
|
2019
Q3 | $6.74M | Buy |
69,825
+4,497
| +7% | +$434K | 3.76% | 11 |
|
|
2019
Q2 | $6.27M | Buy |
65,328
+2,554
| +4% | +$245K | 3.63% | 14 |
|
|
2019
Q1 | $5.93M | Buy |
62,774
+1,476
| +2% | +$139K | 3.69% | 14 |
|
|
2018
Q4 | $4.97M | Buy |
61,298
+1,563
| +3% | +$127K | 3.58% | 12 |
|
|
2018
Q3 | $5.62M | Sell |
59,735
-812
| -1% | -$76.3K | 3.51% | 11 |
|
|
2018
Q2 | $5.28M | Buy |
60,547
+189
| +0.3% | +$16.5K | 3.49% | 11 |
|
|
2018
Q1 | $5.2M | Sell |
60,358
-329
| -0.5% | -$28.3K | 3.52% | 11 |
|
|
2017
Q4 | $5.33M | Sell |
60,687
-1,016
| -2% | -$89.2K | 3.6% | 11 |
|
|
2017
Q3 | $5.22M | Sell |
61,703
-2,140
| -3% | -$181K | 3.48% | 10 |
|
|
2017
Q2 | $4.71M | Buy |
63,843
+980
| +2% | +$72.3K | 3.19% | 13 |
|
|
2017
Q1 | $4.47M | Buy |
62,863
+694
| +1% | +$49.4K | 3.11% | 13 |
|
|
2016
Q4 | $4.18M | Sell |
62,169
-1,805
| -3% | -$121K | 3.28% | 13 |
|
|
2016
Q3 | $4.15M | Buy |
63,974
+1,028
| +2% | +$66.7K | 3.32% | 12 |
|
|
2016
Q2 | $3.61M | Sell |
62,946
-1,106
| -2% | -$63.4K | 3.06% | 19 |
|
|
2016
Q1 | $3.7M | Buy |
64,052
+445
| +0.7% | +$25.7K | 3.25% | 13 |
|
|
2015
Q4 | $3.32M | Buy |
63,607
+1,370
| +2% | +$71.6K | 3.01% | 14 |
|
|
2015
Q3 | $3.17M | Sell |
62,237
-322
| -0.5% | -$16.4K | 3.13% | 12 |
|
|
2015
Q2 | $3.63M | Sell |
62,559
-782
| -1% | -$45.3K | 3.34% | 13 |
|
|
2015
Q1 | $3.73M | Sell |
63,341
-524
| -0.8% | -$30.9K | 3.6% | 13 |
|
|
2014
Q4 | $3.44M | Buy |
+63,865
| New | +$3.44M | 3.36% | 18 |
|