AE Wealth Management’s Teledyne Technologies TDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-471
Closed -$234K 2255
2025
Q1
$234K Buy
+471
New +$234K ﹤0.01% 1211
2024
Q1
Sell
-684
Closed -$287K 1895
2023
Q4
$287K Buy
684
+119
+21% +$49.9K ﹤0.01% 1724
2023
Q3
$231K Sell
565
-11
-2% -$4.5K ﹤0.01% 1723
2023
Q2
$237K Sell
576
-3,611
-86% -$1.48M ﹤0.01% 1681
2023
Q1
$1.87M Sell
4,187
-213
-5% -$95.3K 0.01% 831
2022
Q4
$1.76M Buy
4,400
+8
+0.2% +$3.2K 0.01% 793
2022
Q3
$1.48M Buy
4,392
+126
+3% +$42.5K 0.01% 801
2022
Q2
$1.6M Sell
4,266
-635
-13% -$238K 0.01% 736
2022
Q1
$2.32M Buy
4,901
+1,048
+27% +$495K 0.02% 667
2021
Q4
$1.68M Sell
3,853
-3
-0.1% -$1.31K 0.01% 754
2021
Q3
$1.66M Buy
+3,856
New +$1.66M 0.01% 702