JIM
Jensen Investment Management’s Amphenol APH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258M | Buy |
2,612,009
+94,418
| +4% | +$9.32M | 3.02% | 17 |
|
|
2025
Q1 | $165M | Sell |
2,517,591
-2,085
| -0.1% | -$137K | 1.83% | 21 |
|
|
2024
Q4 | $175M | Sell |
2,519,676
-575,984
| -19% | -$40M | 1.58% | 25 |
|
|
2024
Q3 | $202M | Sell |
3,095,660
-871,884
| -22% | -$56.8M | 1.69% | 22 |
|
|
2024
Q2 | $267M | Buy |
3,967,544
+990,947
| +33% | +$66.8M | 2.19% | 22 |
|
|
2024
Q1 | $343M | Sell |
2,976,597
-390,325
| -12% | -$45M | 2.62% | 20 |
|
|
2023
Q4 | $334M | Sell |
3,366,922
-79,162
| -2% | -$7.85M | 2.53% | 20 |
|
|
2023
Q3 | $289M | Sell |
3,446,084
-29,835
| -0.9% | -$2.51M | 2.29% | 21 |
|
|
2023
Q2 | $295M | Buy |
3,475,919
+33,443
| +1% | +$2.84M | 2.17% | 21 |
|
|
2023
Q1 | $278M | Sell |
3,442,476
-117,954
| -3% | -$9.51M | 2.19% | 22 |
|
|
2022
Q4 | $271M | Buy |
3,560,430
+668,632
| +23% | +$50.9M | 2.12% | 23 |
|
|
2022
Q3 | $194M | Buy |
2,891,798
+559,315
| +24% | +$37.5M | 1.69% | 26 |
|
|
2022
Q2 | $150M | Buy |
2,332,483
+491,711
| +27% | +$31.7M | 1.24% | 30 |
|
|
2022
Q1 | $139M | Buy |
1,840,772
+17,165
| +0.9% | +$1.29M | 1.03% | 29 |
|
|
2021
Q4 | $159M | Sell |
1,823,607
-12,770
| -0.7% | -$1.12M | 1.12% | 29 |
|
|
2021
Q3 | $134M | Buy |
1,836,377
+1,696,465
| +1,213% | +$124M | 1.07% | 29 |
|
|
2021
Q2 | $9.57M | Sell |
139,912
-2,258
| -2% | -$154K | 0.07% | 35 |
|
|
2021
Q1 | $9.38M | Buy |
142,170
+66,719
| +88% | +$4.4M | 0.08% | 34 |
|
|
2020
Q4 | $9.87M | Sell |
75,451
-672,377
| -90% | -$87.9M | 0.08% | 33 |
|
|
2020
Q3 | $81M | Sell |
747,828
-6,165
| -0.8% | -$667K | 0.72% | 28 |
|
|
2020
Q2 | $72.2M | Sell |
753,993
-4,040
| -0.5% | -$387K | 0.69% | 29 |
|
|
2020
Q1 | $55.2M | Sell |
758,033
-176,539
| -19% | -$12.9M | 0.62% | 29 |
|
|
2019
Q4 | $101M | Sell |
934,572
-859,115
| -48% | -$93M | 1% | 27 |
|
|
2019
Q3 | $173M | Buy |
1,793,687
+32,584
| +2% | +$3.14M | 1.85% | 26 |
|
|
2019
Q2 | $169M | Sell |
1,761,103
-475,674
| -21% | -$45.6M | 1.93% | 23 |
|
|
2019
Q1 | $211M | Sell |
2,236,777
-13,164
| -0.6% | -$1.24M | 2.51% | 19 |
|
|
2018
Q4 | $182M | Buy |
2,249,941
+7,760
| +0.3% | +$629K | 2.58% | 20 |
|
|
2018
Q3 | $211M | Sell |
2,242,181
-2,540
| -0.1% | -$239K | 2.63% | 20 |
|
|
2018
Q2 | $196M | Sell |
2,244,721
-77,670
| -3% | -$6.77M | 2.63% | 22 |
|
|
2018
Q1 | $200M | Buy |
2,322,391
+88
| +0% | +$7.58K | 2.61% | 21 |
|
|
2017
Q4 | $204M | Sell |
2,322,303
-2,946
| -0.1% | -$259K | 2.6% | 21 |
|
|
2017
Q3 | $197M | Sell |
2,325,249
-14,260
| -0.6% | -$1.21M | 2.66% | 21 |
|
|
2017
Q2 | $173M | Sell |
2,339,509
-49,985
| -2% | -$3.69M | 2.37% | 23 |
|
|
2017
Q1 | $170M | Sell |
2,389,494
-6,065
| -0.3% | -$432K | 2.38% | 24 |
|
|
2016
Q4 | $161M | Sell |
2,395,559
-734,975
| -23% | -$49.4M | 2.36% | 24 |
|
|
2016
Q3 | $203M | Sell |
3,130,534
-25,873
| -0.8% | -$1.68M | 3.04% | 16 |
|
|
2016
Q2 | $181M | Sell |
3,156,407
-51,700
| -2% | -$2.96M | 2.81% | 16 |
|
|
2016
Q1 | $185M | Buy |
3,208,107
+14,228
| +0.4% | +$823K | 2.96% | 18 |
|
|
2015
Q4 | $167M | Buy |
3,193,879
+11,800
| +0.4% | +$616K | 2.8% | 19 |
|
|
2015
Q3 | $162M | Buy |
3,182,079
+31,320
| +1% | +$1.6M | 2.85% | 18 |
|
|
2015
Q2 | $183M | Buy |
3,150,759
+690
| +0% | +$40K | 2.92% | 17 |
|
|
2015
Q1 | $186M | Buy |
3,150,069
+2,836
| +0.1% | +$167K | 2.84% | 18 |
|
|
2014
Q4 | $169M | Buy |
3,147,233
+1,539,217
| +96% | +$82.8M | 2.62% | 20 |
|
|
2014
Q3 | $161M | Sell |
1,608,016
-55,829
| -3% | -$5.58M | 2.55% | 22 |
|
|
2014
Q2 | $160M | Sell |
1,663,845
-426,728
| -20% | -$41.1M | 2.41% | 24 |
|
|
2014
Q1 | $192M | Buy |
2,090,573
+24,170
| +1% | +$2.22M | 2.76% | 22 |
|
|
2013
Q4 | $184M | Sell |
2,066,403
-29,460
| -1% | -$2.63M | 2.62% | 24 |
|
|
2013
Q3 | $162M | Buy |
2,095,863
+23,027
| +1% | +$1.78M | 2.51% | 25 |
|
|
2013
Q2 | $162M | Buy |
+2,072,836
| New | +$162M | 2.65% | 24 |
|