Waldron Private Wealth’s Amphenol APH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$445K Hold
4,495
0.02% 200
2025
Q1
$295K Sell
4,495
-6,247
-58% -$410K 0.01% 246
2024
Q4
$746K Buy
10,742
+72
+0.7% +$5K 0.03% 198
2024
Q3
$695K Buy
10,670
+26
+0.2% +$1.69K 0.03% 209
2024
Q2
$718K Sell
10,644
-136
-1% -$9.18K 0.03% 185
2024
Q1
$623K Sell
10,780
-10,860
-50% -$628K 0.03% 209
2023
Q4
$1.07M Buy
21,640
+494
+2% +$24.5K 0.05% 146
2023
Q3
$890K Sell
21,146
-304
-1% -$12.8K 0.05% 162
2023
Q2
$913K Buy
21,450
+514
+2% +$21.9K 0.05% 161
2023
Q1
$858K Buy
20,936
+7,992
+62% +$327K 0.04% 184
2022
Q4
$434K Hold
12,944
0.03% 256
2022
Q3
$434K Buy
12,944
+2,768
+27% +$92.8K 0.03% 256
2022
Q2
$328K Buy
10,176
+2,508
+33% +$80.8K 0.02% 288
2022
Q1
$289K Buy
7,668
+84
+1% +$3.17K 0.01% 323
2021
Q4
$332K Buy
7,584
+8
+0.1% +$350 0.02% 299
2021
Q3
$277K Buy
+7,576
New +$277K 0.02% 296