MGWM
Marks Group Wealth Management’s Amphenol APH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-132,581
| Closed | -$8.93M | – | 295 |
|
|
2024
Q2 | $8.93M | Buy |
132,581
+48,665
| +58% | +$3.28M | 0.94% | 20 |
|
|
2024
Q1 | $9.68M | Sell |
83,916
-2,412
| -3% | -$278K | 1.01% | 19 |
|
|
2023
Q4 | $8.56M | Sell |
86,328
-1,583
| -2% | -$157K | 0.98% | 17 |
|
|
2023
Q3 | $7.38M | Sell |
87,911
-1,071
| -1% | -$90K | 0.91% | 24 |
|
|
2023
Q2 | $7.56M | Buy |
88,982
+1,042
| +1% | +$88.5K | 0.9% | 29 |
|
|
2023
Q1 | $7.19M | Sell |
87,940
-39
| -0% | -$3.19K | 0.92% | 25 |
|
|
2022
Q4 | $6.7M | Sell |
87,979
-361
| -0.4% | -$27.5K | 0.91% | 27 |
|
|
2022
Q3 | $5.92M | Buy |
88,340
+1,857
| +2% | +$124K | 0.9% | 36 |
|
|
2022
Q2 | $5.57M | Buy |
+86,483
| New | +$5.57M | 0.8% | 53 |
|
|
2022
Q1 | – | Sell |
-34,807
| Closed | -$3.04M | – | 305 |
|
|
2021
Q4 | $3.04M | Sell |
34,807
-49,730
| -59% | -$4.35M | 0.37% | 98 |
|
|
2021
Q3 | $6.18M | Sell |
84,537
-1,068
| -1% | -$78K | 0.84% | 33 |
|
|
2021
Q2 | $5.86M | Buy |
85,605
+2,677
| +3% | +$183K | 0.8% | 37 |
|
|
2021
Q1 | $5.47M | Buy |
82,928
+39,272
| +90% | +$2.59M | 0.81% | 43 |
|
|
2020
Q4 | $5.71M | Sell |
43,656
-684
| -2% | -$89.4K | 0.89% | 25 |
|
|
2020
Q3 | $4.8M | Sell |
44,340
-1,656
| -4% | -$179K | 0.87% | 35 |
|
|
2020
Q2 | $4.41M | Sell |
45,996
-3,086
| -6% | -$296K | 0.9% | 32 |
|
|
2020
Q1 | $3.56M | Buy |
49,082
+3,253
| +7% | +$236K | 0.92% | 57 |
|
|
2019
Q4 | $4.96M | Buy |
+45,829
| New | +$4.96M | 0.98% | 17 |
|