SWM
Stockman Wealth Management’s Amphenol APH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Hold |
11,813
| – | – | 0.16% | 69 |
|
|
2025
Q1 | $775K | Hold |
11,813
| – | – | 0.11% | 82 |
|
|
2024
Q4 | $820K | Buy |
11,813
+13
| +0.1% | +$903 | 0.13% | 78 |
|
|
2024
Q3 | $769K | Sell |
11,800
-6
| -0.1% | -$391 | 0.12% | 81 |
|
|
2024
Q2 | $795K | Buy |
11,806
+5,903
| +100% | +$398K | 0.14% | 77 |
|
|
2024
Q1 | $681K | Buy |
5,903
+3
| +0.1% | +$346 | 0.12% | 84 |
|
|
2023
Q4 | $585K | Sell |
5,900
-200
| -3% | -$19.8K | 0.12% | 86 |
|
|
2023
Q3 | $512K | Hold |
6,100
| – | – | 0.11% | 98 |
|
|
2023
Q2 | $518K | Hold |
6,100
| – | – | 0.11% | 102 |
|
|
2023
Q1 | $498K | Hold |
6,100
| – | – | 0.11% | 101 |
|
|
2022
Q4 | $464K | Hold |
6,100
| – | – | 0.11% | 115 |
|
|
2022
Q3 | $408K | Sell |
6,100
-30
| -0.5% | -$2.01K | 0.11% | 109 |
|
|
2022
Q2 | $395K | Buy |
6,130
+30
| +0.5% | +$1.93K | 0.1% | 115 |
|
|
2022
Q1 | $460K | Hold |
6,100
| – | – | 0.1% | 116 |
|
|
2021
Q4 | $534K | Hold |
6,100
| – | – | 0.11% | 112 |
|
|
2021
Q3 | $447K | Hold |
6,100
| – | – | 0.1% | 123 |
|
|
2021
Q2 | $417K | Hold |
6,100
| – | – | 0.1% | 127 |
|
|
2021
Q1 | $402K | Buy |
6,100
+3,050
| +100% | +$201K | 0.11% | 119 |
|
|
2020
Q4 | $399K | Hold |
3,050
| – | – | 0.12% | 113 |
|
|
2020
Q3 | $330K | Hold |
3,050
| – | – | 0.12% | 108 |
|
|
2020
Q2 | $292K | Hold |
3,050
| – | – | 0.11% | 120 |
|
|
2020
Q1 | $222K | Hold |
3,050
| – | – | 0.1% | 128 |
|
|
2019
Q4 | $330K | Hold |
3,050
| – | – | 0.12% | 125 |
|
|
2019
Q3 | $294K | Hold |
3,050
| – | – | 0.11% | 126 |
|
|
2019
Q2 | $293K | Hold |
3,050
| – | – | 0.12% | 124 |
|
|
2019
Q1 | $288K | Hold |
3,050
| – | – | 0.13% | 122 |
|
|
2018
Q4 | $247K | Hold |
3,050
| – | – | 0.12% | 127 |
|
|
2018
Q3 | $287K | Buy |
3,050
+260
| +9% | +$24.5K | 0.12% | 122 |
|
|
2018
Q2 | $243K | Buy |
2,790
+400
| +17% | +$34.8K | 0.11% | 124 |
|
|
2018
Q1 | $206K | Buy |
+2,390
| New | +$206K | 0.09% | 137 |
|