AE Wealth Management’s Teledyne Technologies TDY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$765K	Buy	1,264 +62	+5%	+$38.7K	﹤0.01%	924
2025 Q4	$614K	Buy	1,202 +38	+3%	+$20K	﹤0.01%	966
2025 Q3	$682K	Buy	+1,164	New	+$637K	﹤0.01%	860
2025 Q2	–	Sell	-471	Closed	-$234K	–	2265
2025 Q1	$234K	Buy	+471	New	+$233K	﹤0.01%	1211
2024 Q1	–	Sell	-684	Closed	-$287K	–	1900
2023 Q4	$287K	Buy	684 +119	+21%	+$47.8K	﹤0.01%	1727
2023 Q3	$231K	Sell	565 -11	-2%	-$4.46K	﹤0.01%	1725
2023 Q2	$237K	Sell	576 -3,611	-86%	-$1.49M	﹤0.01%	1684
2023 Q1	$1.87M	Sell	4,187 -213	-5%	-$90.2K	0.01%	833
2022 Q4	$1.76M	Buy	4,400 +8	+0.2%	+$3.12K	0.01%	794
2022 Q3	$1.48M	Buy	4,392 +126	+3%	+$48.1K	0.01%	803
2022 Q2	$1.6M	Sell	4,266 -635	-13%	-$265K	0.01%	738
2022 Q1	$2.32M	Buy	4,901 +1,048	+27%	+$451K	0.02%	668
2021 Q4	$1.68M	Sell	3,853 -3	-0.1%	-$1.3K	0.01%	754
2021 Q3	$1.66M	Buy	+3,856	New	+$1.7M	0.01%	704