Mar Vista Investment Partners’s Amphenol APH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$41.8M Buy
423,195
+23,563
+6% +$2.33M 3.2% 12
2025
Q1
$26.2M Sell
399,632
-180,811
-31% -$11.9M 2.15% 27
2024
Q4
$40.3M Buy
580,443
+107,149
+23% +$7.44M 2.76% 17
2024
Q3
$30.8M Sell
473,294
-500,566
-51% -$32.6M 1.97% 27
2024
Q2
$65.6M Sell
973,860
-186,976
-16% -$12.6M 3.23% 12
2024
Q1
$67M Sell
1,160,836
-55,144
-5% -$3.18M 2.92% 16
2023
Q4
$60.3M Sell
1,215,980
-78,956
-6% -$3.91M 2.75% 19
2023
Q3
$54.4M Sell
1,294,936
-73,218
-5% -$3.07M 2.6% 21
2023
Q2
$58.1M Sell
1,368,154
-69,004
-5% -$2.93M 2.43% 20
2023
Q1
$58.7M Sell
1,437,158
-22,244
-2% -$909K 2.61% 20
2022
Q4
$55.6M Sell
1,459,402
-88,886
-6% -$3.38M 2.49% 21
2022
Q3
$51.8M Buy
1,548,288
+4,220
+0.3% +$141K 2.32% 22
2022
Q2
$49.7M Sell
1,544,068
-187,876
-11% -$6.05M 2.05% 27
2022
Q1
$65.3M Buy
1,731,944
+148,860
+9% +$5.61M 2.05% 25
2021
Q4
$69.2M Sell
1,583,084
-27,982
-2% -$1.22M 1.87% 27
2021
Q3
$59M Sell
1,611,066
-90,770
-5% -$3.32M 1.52% 29
2021
Q2
$58.2M Sell
1,701,836
-286,442
-14% -$9.8M 1.44% 29
2021
Q1
$65.6M Buy
1,988,278
+100,978
+5% +$3.33M 1.52% 29
2020
Q4
$61.7M Sell
1,887,300
-151,360
-7% -$4.95M 1.53% 29
2020
Q3
$55.2M Sell
2,038,660
-97,396
-5% -$2.64M 1.45% 29
2020
Q2
$51.2M Buy
+2,136,056
New +$51.2M 1.4% 31