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Semanteon Capital Management’s Amphenol APH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-22,849
Closed -$1.5M 107
2025
Q1
$1.5M Buy
22,849
+1,945
+9% +$128K 0.81% 12
2024
Q4
$1.45M Buy
20,904
+4,117
+25% +$286K 0.78% 24
2024
Q3
$1.09M Buy
+16,787
New +$1.09M 0.74% 62