North Point Portfolio Managers’s Amphenol APH Stock Holding History

North Point Portfolio Managers’s Portfolio APH Stock Details APH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28.6M	Sell	226,044 -79,291	-26%	-$11.2M	5.09%	1
2025 Q4	$41.3M	Sell	305,335 -5,739	-2%	-$768K	6.99%	1
2025 Q3	$38.5M	Sell	311,074 -5,694	-2%	-$625K	6.37%	1
2025 Q2	$31.3M	Sell	316,768 -70,665	-18%	-$5.78M	5.37%	1
2025 Q1	$25.4M	Buy	387,433 +499	+0.1%	+$34K	4.46%	3
2024 Q4	$26.9M	Sell	386,934 -11,104	-3%	-$777K	4.68%	2
2024 Q3	$25.9M	Sell	398,038 -5,865	-1%	-$380K	4.16%	2
2024 Q2	$27.2M	Sell	403,903 -16,337	-4%	-$1.03M	4.79%	1
2024 Q1	$24.2M	Sell	420,240 -5,118	-1%	-$268K	4.1%	1
2023 Q4	$21.1M	Sell	425,358 -4,740	-1%	-$209K	3.84%	3
2023 Q3	$18.1M	Sell	430,098 -4,352	-1%	-$187K	3.69%	6
2023 Q2	$18.5M	Sell	434,450 -119,528	-22%	-$4.64M	3.66%	4
2023 Q1	$22.6M	Sell	553,978 -157,156	-22%	-$6.21M	3.6%	7
2022 Q4	$27.1M	Buy	711,134 +1,888	+0.3%	+$71.4K	4.55%	1
2022 Q3	$23.7M	Sell	709,246 -12,942	-2%	-$470K	4.43%	3
2022 Q2	$23.2M	Sell	722,188 -9,900	-1%	-$344K	4.07%	3
2022 Q1	$27.6M	Sell	732,088 -8,018	-1%	-$311K	4.06%	3
2021 Q4	$32.4M	Sell	740,106 -30,004	-4%	-$1.21M	4.24%	3
2021 Q3	$28.2M	Sell	770,110 -11,980	-2%	-$440K	3.95%	2
2021 Q2	$26.8M	Buy	782,090 +1,330	+0.2%	+$44.9K	3.69%	3
2021 Q1	$25.8M	Buy	780,760 +2,268	+0.3%	+$73.7K	3.73%	3
2020 Q4	$25.5M	Sell	778,492 -5,744	-0.7%	-$177K	3.84%	3
2020 Q3	$21.2M	Sell	784,236 -10,972	-1%	-$289K	3.61%	5
2020 Q2	$19M	Sell	795,208 -32,504	-4%	-$726K	3.44%	7
2020 Q1	$15.1M	Sell	827,712 -20,968	-2%	-$500K	3.27%	8
2019 Q4	$23M	Buy	848,680 +4,676	+0.6%	+$119K	3.91%	3
2019 Q3	$20.4M	Sell	844,004 -23,356	-3%	-$538K	3.72%	5
2019 Q2	$20.8M	Buy	867,360 +8,412	+1%	+$202K	3.81%	3
2019 Q1	$20.3M	Sell	858,948 -18,204	-2%	-$407K	3.85%	5
2018 Q4	$17.8M	Sell	877,152 -76,032	-8%	-$1.63M	3.92%	3
2018 Q3	$22.4M	Sell	953,184 -43,260	-4%	-$1.01M	3.81%	3
2018 Q2	$21.7M	Sell	996,444 -22,468	-2%	-$489K	3.75%	3
2018 Q1	$21.9M	Sell	1,018,912 -4,676	-0.5%	-$105K	3.76%	3
2017 Q4	$22.5M	Sell	1,023,588 -151,712	-13%	-$3.34M	3.8%	2
2017 Q3	$24.9M	Sell	1,175,300 -9,768	-0.8%	-$192K	4.2%	1
2017 Q2	$21.9M	Sell	1,185,068 -10,592	-0.9%	-$193K	3.81%	1
2017 Q1	$21.3M	Sell	1,195,660 -4,752	-0.4%	-$82.2K	3.83%	1
2016 Q4	$20.2M	Sell	1,200,412 -6,492	-0.5%	-$108K	3.81%	1
2016 Q3	$19.6M	Sell	1,206,904 -14,872	-1%	-$226K	3.73%	1
2016 Q2	$17.5M	Sell	1,221,776 -38,736	-3%	-$557K	3.45%	6
2016 Q1	$18.2M	Sell	1,260,512 -44,948	-3%	-$584K	3.51%	5
2015 Q4	$17M	Sell	1,305,460 -24,628	-2%	-$329K	3.29%	6
2015 Q3	$16.9M	Sell	1,330,088 -3,456	-0.3%	-$46.4K	3.38%	6
2015 Q2	$19.3M	Buy	1,333,544 +15,456	+1%	+$222K	3.52%	4
2015 Q1	$19.4M	Buy	1,318,088 +10,880	+0.8%	+$152K	3.6%	4
2014 Q4	$17.6M	Sell	1,307,208 -1,392	-0.1%	-$17.8K	3.35%	5
2014 Q3	$16.3M	Sell	1,308,600 -864	-0.1%	-$10.8K	3.27%	6
2014 Q2	$15.8M	Sell	1,309,464 -1,896	-0.1%	-$22.6K	3.17%	8
2014 Q1	$15M	Buy	1,311,360 +4,432	+0.3%	+$49.4K	3.18%	6
2013 Q4	$14.6M	Buy	1,306,928 +6,312	+0.5%	+$65.3K	3.11%	7
2013 Q3	$12.6M	Sell	1,300,616 -8,704	-0.7%	-$85K	2.97%	7
2013 Q2	$12.8M	Buy	+1,309,320	New	+$12.5M	3.2%	5