Ascent Wealth Partners’s TE Connectivity TEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-8,760
Closed -$1.24M 180
2025
Q1
$1.24M Buy
8,760
+150
+2% +$21.2K 0.17% 107
2024
Q4
$1.23M Buy
8,610
+85
+1% +$12.2K 0.17% 101
2024
Q3
$1.29M Sell
8,525
-38
-0.4% -$5.74K 0.18% 99
2024
Q2
$1.29M Sell
8,563
-57
-0.7% -$8.58K 0.19% 99
2024
Q1
$1.25M Buy
8,620
+1,207
+16% +$175K 0.19% 99
2023
Q4
$1.04M Buy
7,413
+36
+0.5% +$5.06K 0.17% 97
2023
Q3
$911K Buy
+7,377
New +$911K 0.17% 102
2022
Q1
Sell
-25,732
Closed -$4.15M 155
2021
Q4
$4.15M Buy
25,732
+456
+2% +$73.6K 0.74% 45
2021
Q3
$3.47M Sell
25,276
-268
-1% -$36.8K 0.66% 47
2021
Q2
$3.45M Sell
25,544
-37
-0.1% -$5K 0.66% 46
2021
Q1
$3.3M Buy
25,581
+813
+3% +$105K 0.72% 46
2020
Q4
$3M Buy
24,768
+220
+0.9% +$26.6K 0.67% 49
2020
Q3
$2.4M Buy
24,548
+430
+2% +$42K 0.61% 49
2020
Q2
$1.97M Buy
24,118
+63
+0.3% +$5.14K 0.57% 50
2020
Q1
$1.52M Buy
24,055
+680
+3% +$42.8K 0.55% 50
2019
Q4
$2.24M Buy
23,375
+423
+2% +$40.5K 0.64% 51
2019
Q3
$2.14M Sell
22,952
-554
-2% -$51.6K 0.65% 50
2019
Q2
$2.25M Buy
23,506
+463
+2% +$44.3K 0.7% 47
2019
Q1
$1.86M Buy
23,043
+4,652
+25% +$376K 0.61% 49
2018
Q4
$1.39M Sell
18,391
-8,060
-30% -$610K 0.54% 53
2018
Q3
$2.33M Buy
26,451
+739
+3% +$65K 0.74% 49
2018
Q2
$2.32M Buy
25,712
+289
+1% +$26K 0.81% 48
2018
Q1
$2.54M Buy
+25,423
New +$2.54M 0.92% 43