NZS Capital’s Amphenol APH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$131M Sell
1,322,943
-52,952
-4% -$5.23M 4.44% 4
2025
Q1
$90.2M Buy
1,375,895
+402,630
+41% +$26.4M 4.07% 4
2024
Q4
$67.6M Buy
973,265
+62,212
+7% +$4.32M 2.88% 11
2024
Q3
$59.4M Buy
911,053
+46,292
+5% +$3.02M 2.31% 16
2024
Q2
$58.3M Sell
864,761
-771,671
-47% -$52M 2.39% 14
2024
Q1
$94.4M Buy
1,636,432
+303,150
+23% +$17.5M 3.92% 5
2023
Q4
$66.1M Sell
1,333,282
-130,634
-9% -$6.47M 3.48% 8
2023
Q3
$61.5M Buy
1,463,916
+804,114
+122% +$33.8M 3.31% 8
2023
Q2
$28M Buy
659,802
+21,560
+3% +$916K 1.4% 24
2023
Q1
$26.1M Buy
638,242
+232,378
+57% +$9.49M 1.38% 22
2022
Q4
$15.5M Buy
405,864
+44,610
+12% +$1.7M 1.32% 25
2022
Q3
$12.1M Buy
361,254
+150,382
+71% +$5.03M 1.11% 29
2022
Q2
$6.79M Sell
210,872
-548,716
-72% -$17.7M 0.73% 44
2022
Q1
$28.6M Sell
759,588
-266,242
-26% -$10M 2.89% 12
2021
Q4
$44.9M Buy
1,025,830
+159,828
+18% +$6.99M 3.93% 5
2021
Q3
$31.7M Sell
866,002
-76,384
-8% -$2.8M 3.13% 7
2021
Q2
$32.2M Buy
+942,386
New +$32.2M 2.96% 12