Axxcess 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	–	Sell	-649	Closed	-$331K	–	946
2025 Q4	$331K	Sell	649 -81	-11%	-$42.7K	0.01%	821
2025 Q3	$428K	Sell	730 -14	-2%	-$7.67K	0.01%	663
2025 Q2	$381K	Buy	744 +57	+8%	+$27.5K	0.01%	658
2025 Q1	$342K	Buy	687 +61	+10%	+$30.2K	0.01%	643
2024 Q4	$291K	Sell	626 -7	-1%	-$3.26K	0.01%	677
2024 Q3	$277K	Sell	633 -14	-2%	-$5.8K	0.01%	714
2024 Q2	$251K	Buy	647 +17	+3%	+$6.73K	0.01%	712
2024 Q1	$270K	Sell	630 -5	-0.8%	-$2.14K	0.01%	701
2023 Q4	$283K	Sell	635 -17	-3%	-$6.82K	0.01%	658
2023 Q3	$266K	Buy	652 +163	+33%	+$66.1K	0.01%	630
2023 Q2	$201K	Sell	489 -78	-14%	-$32.2K	0.01%	556
2023 Q1	$254K	Hold	567	–	–	0.02%	528
2022 Q4	$227K	Buy	+567	New	+$221K	0.02%	518