SWM
Segment Wealth Management’s Amphenol APH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Sell |
148,967
-2,904
| -2% | -$287K | 0.93% | 38 |
|
|
2025
Q1 | $9.96M | Buy |
151,871
+536
| +0.4% | +$35.2K | 0.67% | 54 |
|
|
2024
Q4 | $10.5M | Buy |
151,335
+507
| +0.3% | +$35.2K | 0.72% | 53 |
|
|
2024
Q3 | $9.83M | Sell |
150,828
-116
| -0.1% | -$7.56K | 0.68% | 57 |
|
|
2024
Q2 | $10.2M | Buy |
150,944
+75,600
| +100% | +$5.09M | 0.75% | 52 |
|
|
2024
Q1 | $8.69M | Buy |
75,344
+1,914
| +3% | +$221K | 0.66% | 53 |
|
|
2023
Q4 | $7.28M | Buy |
73,430
+2,612
| +4% | +$259K | 0.64% | 56 |
|
|
2023
Q3 | $5.95M | Buy |
70,818
+1,770
| +3% | +$149K | 0.6% | 60 |
|
|
2023
Q2 | $5.87M | Sell |
69,048
-1,165
| -2% | -$99K | 0.6% | 61 |
|
|
2023
Q1 | $5.74M | Buy |
70,213
+1,250
| +2% | +$102K | 0.65% | 58 |
|
|
2022
Q4 | $5.25M | Sell |
68,963
-20
| -0% | -$1.52K | 0.61% | 59 |
|
|
2022
Q3 | $4.62M | Buy |
68,983
+2,955
| +4% | +$198K | 0.58% | 63 |
|
|
2022
Q2 | $4.25M | Buy |
66,028
+6,532
| +11% | +$421K | 0.54% | 61 |
|
|
2022
Q1 | $4.48M | Buy |
59,496
+4,485
| +8% | +$338K | 0.46% | 71 |
|
|
2021
Q4 | $4.81M | Sell |
55,011
-115
| -0.2% | -$10.1K | 0.5% | 67 |
|
|
2021
Q3 | $4.04M | Buy |
55,126
+931
| +2% | +$68.2K | 0.48% | 67 |
|
|
2021
Q2 | $3.71M | Buy |
54,195
+2,333
| +4% | +$160K | 0.44% | 72 |
|
|
2021
Q1 | $3.42M | Buy |
51,862
+26,593
| +105% | +$1.75M | 0.45% | 69 |
|
|
2020
Q4 | $3.3M | Sell |
25,269
-1,166
| -4% | -$152K | 0.48% | 70 |
|
|
2020
Q3 | $2.86M | Buy |
26,435
+640
| +2% | +$69.3K | 0.46% | 68 |
|
|
2020
Q2 | $2.47M | Buy |
25,795
+560
| +2% | +$53.6K | 0.46% | 71 |
|
|
2020
Q1 | $1.84M | Buy |
25,235
+5,593
| +28% | +$408K | 0.41% | 71 |
|
|
2019
Q4 | $2.13M | Buy |
19,642
+759
| +4% | +$82.2K | 0.36% | 78 |
|
|
2019
Q3 | $1.82M | Buy |
18,883
+829
| +5% | +$80K | 0.36% | 74 |
|
|
2019
Q2 | $1.73M | Buy |
+18,054
| New | +$1.73M | 0.35% | 78 |
|