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Executive Wealth Management, LLC

SEC CIK
0001542611
Latest filing
Feb 13, 2025

APH holding history

Amphenol Corp in every 13F filed by Executive Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

APH overviewAll 13F holders of APHFull Q4 2024 holdings

Shares (Q4 2024)
79,608
Value
$5.53M
% of portfolio
0.4%
Quarters held
15
Since Q1 2021
Holdings of APH by Executive Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202479,608$5.53M0.4%+31,261+64.7%AddedHolders
Q3 202448,347$3.15M0.2%+48,347NewHolders
Q2 20240$00.0%−58,696−100.0%Sold outConverted for a 2-for-1 splitHolders
Q1 202429,348$3.35M0.3%−519−1.7%ReducedHolders
Q4 202329,867$2.96M0.3%+2,512+9.2%AddedHolders
Q3 202327,355$2.30M0.2%+2,381+9.5%AddedHolders
Q2 202324,974$2.12M0.2%+8,568+52.2%AddedHolders
Q1 202316,406$1.34M0.1%+737+4.7%AddedHolders
Q4 202215,669$1.19M0.1%+14,616+1,388.0%AddedHolders
Q3 20221,053$1.05M0.2%−15,118−93.5%ReducedHolders
Q2 202216,171$1.04M0.1%−4,135−20.4%ReducedHolders
Q1 202220,306$1.53M0.2%+387+1.9%AddedHolders
Q4 202119,919$1.74M0.2%+858+4.5%AddedHolders
Q3 202119,061$1.40M0.2%+435+2.3%AddedHolders
Q2 202118,626$1.27M0.1%+1,831+10.9%AddedHolders
Q1 202116,795$1.11M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.