MCM
Marsico Capital Management’s Amphenol APH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Hold |
159,678
| – | – | 0.43% | 40 |
|
|
2025
Q1 | $10.5M | Hold |
159,678
| – | – | 0.36% | 41 |
|
|
2024
Q4 | $11.1M | Sell |
159,678
-72,372
| -31% | -$5.03M | 0.3% | 44 |
|
|
2024
Q3 | $15.1M | Hold |
232,050
| – | – | 0.42% | 32 |
|
|
2024
Q2 | $15.6M | Buy |
232,050
+116,025
| +100% | +$7.82M | 0.47% | 29 |
|
|
2024
Q1 | $13.4M | Sell |
116,025
-80,974
| -41% | -$9.34M | 0.44% | 31 |
|
|
2023
Q4 | $19.5M | Hold |
196,999
| – | – | 0.76% | 25 |
|
|
2023
Q3 | $16.5M | Sell |
196,999
-9,950
| -5% | -$836K | 0.71% | 24 |
|
|
2023
Q2 | $17.6M | Hold |
206,949
| – | – | 0.7% | 25 |
|
|
2023
Q1 | $16.9M | Hold |
206,949
| – | – | 0.79% | 26 |
|
|
2022
Q4 | $15.8M | Hold |
206,949
| – | – | 0.82% | 27 |
|
|
2022
Q3 | $13.9M | Buy |
206,949
+94,159
| +83% | +$6.3M | 0.75% | 26 |
|
|
2022
Q2 | $7.26M | Hold |
112,790
| – | – | 0.35% | 38 |
|
|
2022
Q1 | $8.5M | Hold |
112,790
| – | – | 0.3% | 42 |
|
|
2021
Q4 | $9.87M | Hold |
112,790
| – | – | 0.29% | 43 |
|
|
2021
Q3 | $8.26M | Hold |
112,790
| – | – | 0.25% | 49 |
|
|
2021
Q2 | $7.72M | Hold |
112,790
| – | – | 0.19% | 53 |
|
|
2021
Q1 | $7.44M | Buy |
112,790
+56,395
| +100% | +$3.72M | 0.19% | 54 |
|
|
2020
Q4 | $7.38M | Hold |
56,395
| – | – | 0.19% | 56 |
|
|
2020
Q3 | $6.11M | Hold |
56,395
| – | – | 0.17% | 53 |
|
|
2020
Q2 | $5.4M | Buy |
56,395
+20,322
| +56% | +$1.95M | 0.17% | 59 |
|
|
2020
Q1 | $2.63M | Buy |
+36,073
| New | +$2.63M | 0.11% | 65 |
|