Meridiem Investment Management’s Amphenol APH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$210M Sell
2,127,643
-486,870
-19% -$48.1M 3.82% 16
2025
Q1
$171M Sell
2,614,513
-627,962
-19% -$41.2M 3.14% 17
2024
Q4
$225M Sell
3,242,475
-500,832
-13% -$34.8M 4.03% 16
2024
Q3
$244M Sell
3,743,307
-703,332
-16% -$45.8M 4.34% 13
2024
Q2
$300M Sell
4,446,639
-438,243
-9% -$29.5M 5.63% 9
2024
Q1
$282M Sell
4,884,882
-289,228
-6% -$16.7M 5.53% 8
2023
Q4
$257M Buy
5,174,110
+727,746
+16% +$36.1M 5.53% 9
2023
Q3
$187M Buy
4,446,364
+3,138
+0.1% +$132K 5% 8
2023
Q2
$189M Buy
4,443,226
+733,130
+20% +$31.1M 4.86% 12
2023
Q1
$152M Buy
3,710,096
+370,894
+11% +$15.1M 4.26% 11
2022
Q4
$127M Buy
3,339,202
+53,238
+2% +$2.03M 3.94% 12
2022
Q3
$110M Sell
3,285,964
-453,354
-12% -$15.2M 3.73% 14
2022
Q2
$120M Buy
3,739,318
+548,962
+17% +$17.7M 3.31% 15
2022
Q1
$120M Buy
3,190,356
+529,288
+20% +$19.9M 3.4% 15
2021
Q4
$116M Sell
2,661,068
-412,178
-13% -$18M 3.51% 15
2021
Q3
$113M Buy
3,073,246
+81,606
+3% +$2.99M 3.81% 12
2021
Q2
$102M Buy
2,991,640
+113,734
+4% +$3.89M 3.71% 14
2021
Q1
$95M Buy
2,877,906
+141,566
+5% +$4.67M 3.82% 13
2020
Q4
$89.5M Buy
+2,736,340
New +$89.5M 4.68% 11