Watchtower 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
$13.7M Hold
138,700
8.11% 5
2025
Q1
$9.1M Sell
138,700
-21,300
-13% -$1.4M 6.6% 6
2024
Q4
$11.1M Sell
160,000
-30,000
-16% -$2.08M 6.29% 9
2024
Q3
$12.4M Hold
190,000
5.74% 8
2024
Q2
$12.8M Hold
190,000
8.25% 6
2024
Q1
$11M Buy
190,000
+70,000
+58% +$4.04M 6.08% 6
2023
Q4
$5.95M Buy
+120,000
New +$5.95M 3.99% 8