Mount Yale Investment Advisors’s Amphenol APH Stock Holding History

Mount Yale Investment Advisors’s Portfolio APH Stock Details APH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.53M	Sell	25,643 -960	-4%	-$94.8K	0.2%	104
2025 Q1	$1.74M	Sell	26,603 -603	-2%	-$39.6K	0.15%	130
2024 Q4	$1.89M	Sell	27,206 -213	-0.8%	-$14.8K	0.15%	125
2024 Q3	$1.79M	Sell	27,419 -98	-0.4%	-$6.39K	0.17%	130
2024 Q2	$1.85M	Sell	27,517 -2,221	-7%	-$150K	0.15%	130
2024 Q1	$1.72M	Sell	29,738 -1,092	-4%	-$63K	0.13%	151
2023 Q4	$1.53M	Sell	30,830 -1,076	-3%	-$53.3K	0.15%	149
2023 Q3	$1.34M	Sell	31,906 -354	-1%	-$14.9K	0.15%	145
2023 Q2	$1.37M	Sell	32,260 -1,790	-5%	-$76K	0.15%	148
2023 Q1	$1.39M	Sell	34,050 -5,996	-15%	-$245K	0.16%	138
2022 Q4	$1.52M	Sell	40,046 -902	-2%	-$34.3K	0.17%	134
2022 Q3	$1.37M	Sell	40,948 -50	-0.1%	-$1.67K	0.18%	123
2022 Q2	$1.32M	Sell	40,998 -3,522	-8%	-$113K	0.17%	139
2022 Q1	$1.68M	Sell	44,520 -4,352	-9%	-$164K	0.18%	128
2021 Q4	$2.14M	Sell	48,872 -580	-1%	-$25.4K	0.22%	107
2021 Q3	$1.81M	Sell	49,452 -3,168	-6%	-$116K	0.21%	115
2021 Q2	$1.8M	Sell	52,620 -1,936	-4%	-$66.2K	0.22%	99
2021 Q1	$1.8M	Sell	54,556 -7,408	-12%	-$244K	0.23%	93
2020 Q4	$2.03M	Buy	61,964 +236	+0.4%	+$7.72K	0.28%	86
2020 Q3	$1.67M	Sell	61,728 -3,408	-5%	-$92.3K	0.24%	93
2020 Q2	$1.56M	Sell	65,136 -10,868	-14%	-$260K	0.28%	87
2020 Q1	$1.39M	Buy	76,004 +4,496	+6%	+$81.9K	0.31%	84
2019 Q4	$1.78M	Sell	71,508 -5,448	-7%	-$135K	0.31%	79
2019 Q3	$1.95M	Sell	76,956 -4,012	-5%	-$102K	0.35%	74
2019 Q2	$1.78M	Buy	80,968 +2,696	+3%	+$59.2K	0.33%	74
2019 Q1	$1.85M	Sell	78,272 -212	-0.3%	-$5.01K	0.35%	69
2018 Q4	$1.77M	Buy	78,484 +1,296	+2%	+$29.2K	0.36%	71
2018 Q3	$1.77M	Sell	77,188 -1,792	-2%	-$41.2K	0.31%	73
2018 Q2	$1.72M	Buy	78,980 +8	+0%	+$174	0.33%	76
2018 Q1	$1.7M	Buy	+78,972	New	+$1.7M	0.36%	72