Wealthspire Advisors (New York)’s Amphenol APH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $705K | Buy |
7,141
+778
| +12% | +$76.8K | ﹤0.01% | 455 |
|
|
2025
Q1 | $417K | Sell |
6,363
-148
| -2% | -$9.71K | ﹤0.01% | 563 |
|
|
2024
Q4 | $452K | Buy |
6,511
+58
| +0.9% | +$4.03K | ﹤0.01% | 540 |
|
|
2024
Q3 | $420K | Buy |
6,453
+1,713
| +36% | +$112K | ﹤0.01% | 535 |
|
|
2024
Q2 | $319K | Sell |
4,740
-500
| -10% | -$33.7K | ﹤0.01% | 528 |
|
|
2024
Q1 | $302K | Sell |
5,240
-952
| -15% | -$54.9K | ﹤0.01% | 518 |
|
|
2023
Q4 | $307K | Buy |
6,192
+224
| +4% | +$11.1K | ﹤0.01% | 517 |
|
|
2023
Q3 | $251K | Buy |
5,968
+384
| +7% | +$16.1K | ﹤0.01% | 518 |
|
|
2023
Q2 | $237K | Buy |
+5,584
| New | +$237K | ﹤0.01% | 493 |
|
|
2023
Q1 | – | Sell |
-6,670
| Closed | -$254K | – | 538 |
|
|
2022
Q4 | $254K | Buy |
+6,670
| New | +$254K | ﹤0.01% | 491 |
|
|
2022
Q3 | – | Sell |
-9,538
| Closed | -$307K | – | 511 |
|
|
2022
Q2 | $307K | Buy |
+9,538
| New | +$307K | 0.01% | 396 |
|
|
2022
Q1 | – | Sell |
-7,550
| Closed | -$330K | – | 440 |
|
|
2021
Q4 | $330K | Sell |
7,550
-14,228
| -65% | -$622K | 0.01% | 401 |
|
|
2021
Q3 | $797K | Buy |
+21,778
| New | +$797K | 0.02% | 281 |
|
|
2021
Q2 | – | Sell |
-21,936
| Closed | -$724K | – | 388 |
|
|
2021
Q1 | $724K | Buy |
21,936
+4,272
| +24% | +$141K | 0.02% | 315 |
|
|
2020
Q4 | $577K | Buy |
17,664
+7,392
| +72% | +$241K | 0.02% | 278 |
|
|
2020
Q3 | $278K | Sell |
10,272
-792
| -7% | -$21.4K | 0.02% | 241 |
|
|
2020
Q2 | $265K | Sell |
11,064
-35,276
| -76% | -$845K | 0.02% | 223 |
|
|
2020
Q1 | $844K | Buy |
+46,340
| New | +$844K | 0.04% | 218 |
|
|
2019
Q1 | – | Sell |
-624
| Closed | -$13K | – | 97 |
|
|
2018
Q4 | $13K | Buy |
+624
| New | +$13K | ﹤0.01% | 432 |
|