AWM
Avior Wealth Management’s TE Connectivity TEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $904K | Buy |
5,362
+5,291
| +7,452% | +$892K | 0.03% | 313 |
|
|
2025
Q1 | $10K | Sell |
71
-6,820
| -99% | -$964K | ﹤0.01% | 728 |
|
|
2024
Q4 | $985K | Sell |
6,891
-459
| -6% | -$65.6K | 0.04% | 289 |
|
|
2024
Q3 | $1.11M | Sell |
7,350
-97
| -1% | -$14.6K | 0.04% | 265 |
|
|
2024
Q2 | $1.12M | Sell |
7,447
-361
| -5% | -$54.3K | 0.05% | 246 |
|
|
2024
Q1 | $1.13M | Buy |
7,808
+800
| +11% | +$116K | 0.05% | 258 |
|
|
2023
Q4 | $985K | Sell |
7,008
-1
| -0% | -$141 | 0.06% | 211 |
|
|
2023
Q3 | $866K | Sell |
7,009
-1,100
| -14% | -$136K | 0.06% | 215 |
|
|
2023
Q2 | $1.14M | Buy |
8,109
+700
| +9% | +$98.1K | 0.07% | 184 |
|
|
2023
Q1 | $972K | Hold |
7,409
| – | – | 0.07% | 208 |
|
|
2022
Q4 | $851K | Buy |
7,409
+400
| +6% | +$45.9K | 0.06% | 209 |
|
|
2022
Q3 | $772K | Buy |
7,009
+500
| +8% | +$55.1K | 0.06% | 198 |
|
|
2022
Q2 | $736K | Buy |
6,509
+1,595
| +32% | +$180K | 0.07% | 189 |
|
|
2022
Q1 | $642K | Buy |
4,914
+1,000
| +26% | +$131K | 0.06% | 240 |
|
|
2021
Q4 | $631K | Hold |
3,914
| – | – | 0.05% | 277 |
|
|
2021
Q3 | $536K | Sell |
3,914
-998
| -20% | -$137K | 0.04% | 302 |
|
|
2021
Q2 | $663K | Buy |
4,912
+1,400
| +40% | +$189K | 0.07% | 239 |
|
|
2021
Q1 | $452K | Sell |
3,512
-12
| -0.3% | -$1.54K | 0.05% | 309 |
|
|
2020
Q4 | $425K | Sell |
3,524
-1,288
| -27% | -$155K | 0.05% | 300 |
|
|
2020
Q3 | $470K | Sell |
4,812
-3,600
| -43% | -$352K | 0.07% | 245 |
|
|
2020
Q2 | $685K | Hold |
8,412
| – | – | 0.11% | 179 |
|
|
2020
Q1 | $529K | Buy |
8,412
+800
| +11% | +$50.3K | 0.1% | 195 |
|
|
2019
Q4 | $729K | Buy |
7,612
+1,700
| +29% | +$163K | 0.12% | 179 |
|
|
2019
Q3 | $550K | Hold |
5,912
| – | – | 0.1% | 201 |
|
|
2019
Q2 | $566K | Buy |
5,912
+12
| +0.2% | +$1.15K | 0.1% | 189 |
|
|
2019
Q1 | $476K | Hold |
5,900
| – | – | 0.1% | 201 |
|
|
2018
Q4 | $446K | Buy |
5,900
+2,270
| +63% | +$172K | 0.11% | 182 |
|
|
2018
Q3 | $319K | Hold |
3,630
| – | – | 0.07% | 248 |
|
|
2018
Q2 | $327K | Buy |
3,630
+951
| +35% | +$85.7K | 0.07% | 236 |
|
|
2018
Q1 | $268K | Sell |
2,679
-230
| -8% | -$23K | 0.06% | 251 |
|
|
2017
Q4 | $276K | Buy |
+2,909
| New | +$276K | 0.06% | 260 |
|
|
2017
Q1 | – | Sell |
-51
| Closed | -$4K | – | 522 |
|
|
2016
Q4 | $4K | Buy |
+51
| New | +$4K | ﹤0.01% | 414 |
|