Valeo Financial Advisors’s Amphenol APH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $943K | Buy |
9,518
+738
| +8% | +$73.2K | 0.02% | 315 |
|
|
2025
Q1 | $576K | Buy |
8,780
+171
| +2% | +$11.2K | 0.02% | 379 |
|
|
2024
Q4 | $598K | Buy |
8,609
+505
| +6% | +$35.1K | 0.02% | 366 |
|
|
2024
Q3 | $528K | Buy |
8,104
+866
| +12% | +$56.4K | 0.02% | 392 |
|
|
2024
Q2 | $488K | Buy |
7,238
+16
| +0.2% | +$1.08K | 0.02% | 391 |
|
|
2024
Q1 | $420K | Sell |
7,222
-60
| -0.8% | -$3.49K | 0.02% | 424 |
|
|
2023
Q4 | $361K | Buy |
7,282
+1,254
| +21% | +$62.2K | 0.01% | 437 |
|
|
2023
Q3 | $253K | Buy |
6,028
+1,080
| +22% | +$45.4K | 0.01% | 504 |
|
|
2023
Q2 | $210K | Buy |
+4,948
| New | +$210K | 0.01% | 535 |
|
|
2021
Q2 | – | Sell |
-1,000
| Closed | -$33K | – | 529 |
|
|
2021
Q1 | $33K | Hold |
1,000
| – | – | ﹤0.01% | 955 |
|
|
2020
Q4 | $33K | Sell |
1,000
-448
| -31% | -$14.8K | ﹤0.01% | 889 |
|
|
2020
Q3 | $39K | Sell |
1,448
-1,316
| -48% | -$35.4K | ﹤0.01% | 700 |
|
|
2020
Q2 | $66K | Buy |
2,764
+8
| +0.3% | +$191 | 0.01% | 600 |
|
|
2020
Q1 | $56K | Buy |
2,756
+1,756
| +176% | +$35.7K | 0.01% | 543 |
|
|
2019
Q4 | $27K | Hold |
1,000
| – | – | ﹤0.01% | 831 |
|
|
2019
Q3 | $24K | Hold |
1,000
| – | – | ﹤0.01% | 786 |
|
|
2019
Q2 | $24K | Hold |
1,000
| – | – | ﹤0.01% | 787 |
|
|
2019
Q1 | $24K | Hold |
1,000
| – | – | ﹤0.01% | 718 |
|
|
2018
Q4 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 698 |
|
|
2018
Q3 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 736 |
|
|
2018
Q2 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 715 |
|
|
2018
Q1 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 680 |
|
|
2017
Q4 | $22K | Buy |
1,000
+704
| +238% | +$15.5K | ﹤0.01% | 647 |
|
|
2017
Q3 | $6K | Buy |
+296
| New | +$6K | ﹤0.01% | 808 |
|