Thames Capital Management’s Amphenol APH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Hold |
140,206
| – | – | 3.14% | 12 |
|
|
2025
Q1 | $9.2M | Hold |
140,206
| – | – | 3.53% | 14 |
|
|
2024
Q4 | $9.74M | Hold |
140,206
| – | – | 2.64% | 17 |
|
|
2024
Q3 | $9.14M | Hold |
140,206
| – | – | 2.85% | 17 |
|
|
2024
Q2 | $9.45M | Hold |
140,206
| – | – | 3.7% | 14 |
|
|
2024
Q1 | $8.09M | Sell |
140,206
-26,374
| -16% | -$1.52M | 3.36% | 17 |
|
|
2023
Q4 | $8.26M | Hold |
166,580
| – | – | 4.25% | 10 |
|
|
2023
Q3 | $7M | Hold |
166,580
| – | – | 4% | 9 |
|
|
2023
Q2 | $7.08M | Hold |
166,580
| – | – | 3.77% | 10 |
|
|
2023
Q1 | $6.81M | Hold |
166,580
| – | – | 4.79% | 10 |
|
|
2022
Q4 | $6.34M | Hold |
166,580
| – | – | 3.01% | 14 |
|
|
2022
Q3 | $5.58M | Sell |
166,580
-122,504
| -42% | -$4.1M | 2.77% | 16 |
|
|
2022
Q2 | $9.31M | Hold |
289,084
| – | – | 3.74% | 13 |
|
|
2022
Q1 | $10.9M | Hold |
289,084
| – | – | 2.3% | 20 |
|
|
2021
Q4 | $12.6M | Sell |
289,084
-1,544
| -0.5% | -$67.5K | 2.42% | 17 |
|
|
2021
Q3 | $10.6M | Hold |
290,628
| – | – | 2.32% | 19 |
|
|
2021
Q2 | $9.94M | Sell |
290,628
-120
| -0% | -$4.11K | 2.33% | 14 |
|
|
2021
Q1 | $9.59M | Hold |
290,748
| – | – | 2.21% | 19 |
|
|
2020
Q4 | $9.51M | Hold |
290,748
| – | – | 2.67% | 12 |
|
|
2020
Q3 | $7.87M | Hold |
290,748
| – | – | 2.78% | 12 |
|
|
2020
Q2 | $6.96M | Buy |
290,748
+273,188
| +1,556% | +$6.54M | 2.73% | 11 |
|
|
2020
Q1 | $320K | Sell |
17,560
-344,040
| -95% | -$6.27M | 0.25% | 26 |
|
|
2019
Q4 | $9.78M | Sell |
361,600
-151,240
| -29% | -$4.09M | 3.24% | 10 |
|
|
2019
Q3 | $12.4M | Buy |
+512,840
| New | +$12.4M | 3.68% | 9 |
|