OIA
Optimum Investment Advisors’s Amphenol APH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Sell |
4,203
-24
| -0.6% | -$2.37K | 0.18% | 109 |
|
|
2025
Q1 | $277K | Buy |
4,227
+164
| +4% | +$10.8K | 0.13% | 141 |
|
|
2024
Q4 | $282K | Hold |
4,063
| – | – | 0.12% | 145 |
|
|
2024
Q3 | $265K | Hold |
4,063
| – | – | 0.11% | 164 |
|
|
2024
Q2 | $274K | Buy |
4,063
+2,112
| +108% | +$142K | 0.12% | 156 |
|
|
2024
Q1 | $225K | Hold |
1,951
| – | – | 0.1% | 177 |
|
|
2023
Q4 | $193K | Sell |
1,951
-249
| -11% | -$24.7K | 0.1% | 186 |
|
|
2023
Q3 | $185K | Sell |
2,200
-2,279
| -51% | -$191K | 0.09% | 189 |
|
|
2023
Q2 | $380K | Buy |
4,479
+1
| +0% | +$85 | 0.19% | 125 |
|
|
2023
Q1 | $366K | Buy |
4,478
+2
| +0% | +$163 | 0.19% | 123 |
|
|
2022
Q4 | $341K | Sell |
4,476
-199
| -4% | -$15.2K | 0.18% | 133 |
|
|
2022
Q3 | $313K | Sell |
4,675
-349
| -7% | -$23.4K | 0.17% | 133 |
|
|
2022
Q2 | $323K | Hold |
5,024
| – | – | 0.16% | 132 |
|
|
2022
Q1 | $379K | Hold |
5,024
| – | – | 0.16% | 134 |
|
|
2021
Q4 | $439K | Hold |
5,024
| – | – | 0.17% | 127 |
|
|
2021
Q3 | $368K | Sell |
5,024
-4,000
| -44% | -$293K | 0.16% | 140 |
|
|
2021
Q2 | $617K | Sell |
9,024
-3,800
| -30% | -$260K | 0.19% | 112 |
|
|
2021
Q1 | $846K | Buy |
12,824
+5,551
| +76% | +$366K | 0.25% | 92 |
|
|
2020
Q4 | $951K | Buy |
7,273
+350
| +5% | +$45.8K | 0.29% | 79 |
|
|
2020
Q3 | $750K | Hold |
6,923
| – | – | 0.25% | 86 |
|
|
2020
Q2 | $663K | Hold |
6,923
| – | – | 0.23% | 97 |
|
|
2020
Q1 | $505K | Hold |
6,923
| – | – | 0.21% | 122 |
|
|
2019
Q4 | $749K | Hold |
6,923
| – | – | 0.22% | 119 |
|
|
2019
Q3 | $668K | Sell |
6,923
-2,650
| -28% | -$256K | 0.21% | 123 |
|
|
2019
Q2 | $918K | Sell |
9,573
-1,400
| -13% | -$134K | 0.3% | 84 |
|
|
2019
Q1 | $1.04M | Sell |
10,973
-200
| -2% | -$18.9K | 0.34% | 73 |
|
|
2018
Q4 | $905K | Sell |
11,173
-400
| -3% | -$32.4K | 0.31% | 78 |
|
|
2018
Q3 | $1.09M | Sell |
11,573
-375
| -3% | -$35.3K | 0.3% | 85 |
|
|
2018
Q2 | $1.04M | Hold |
11,948
| – | – | 0.3% | 89 |
|
|
2018
Q1 | $1.03M | Sell |
11,948
-300
| -2% | -$25.8K | 0.3% | 90 |
|
|
2017
Q4 | $1.08M | Sell |
12,248
-380
| -3% | -$33.4K | 0.34% | 90 |
|
|
2017
Q3 | $1.07M | Sell |
12,628
-750
| -6% | -$63.5K | 0.36% | 80 |
|
|
2017
Q2 | $988K | Sell |
13,378
-100
| -0.7% | -$7.39K | 0.34% | 88 |
|
|
2017
Q1 | $959K | Sell |
13,478
-290
| -2% | -$20.6K | 0.34% | 88 |
|
|
2016
Q4 | $925K | Sell |
13,768
-900
| -6% | -$60.5K | 0.35% | 84 |
|
|
2016
Q3 | $952K | Buy |
14,668
+300
| +2% | +$19.5K | 0.36% | 83 |
|
|
2016
Q2 | $824K | Sell |
14,368
-100
| -0.7% | -$5.74K | 0.32% | 95 |
|
|
2016
Q1 | $837K | Sell |
14,468
-900
| -6% | -$52.1K | 0.33% | 90 |
|
|
2015
Q4 | $803K | Hold |
15,368
| – | – | 0.31% | 97 |
|
|
2015
Q3 | $783K | Buy |
+15,368
| New | +$783K | 0.32% | 97 |
|
|
2015
Q1 | $962K | Hold |
16,328
| – | – | 0.3% | 91 |
|
|
2014
Q4 | $879K | Buy |
16,328
+8,164
| +100% | +$440K | 0.28% | 93 |
|
|
2014
Q3 | $815K | Sell |
8,164
-70
| -0.9% | -$6.99K | 0.27% | 105 |
|
|
2014
Q2 | $793K | Hold |
8,234
| – | – | 0.26% | 110 |
|
|
2014
Q1 | $755K | Sell |
8,234
-800
| -9% | -$73.4K | 0.28% | 99 |
|
|
2013
Q4 | $806K | Sell |
9,034
-850
| -9% | -$75.8K | 0.3% | 92 |
|
|
2013
Q3 | $765K | Buy |
+9,884
| New | +$765K | 0.31% | 86 |
|