BTWM
Baker Tilly Wealth Management’s Teledyne Technologies TDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,502
| Closed | -$645K | – | 403 |
|
|
2024
Q1 | $645K | Buy |
1,502
+124
| +9% | +$53.2K | 0.12% | 194 |
|
|
2023
Q4 | $615K | Sell |
1,378
-75,753
| -98% | -$33.8M | 0.1% | 226 |
|
|
2023
Q3 | $31.5M | Buy |
77,131
+72
| +0.1% | +$29.4K | 5.19% | 1 |
|
|
2023
Q2 | $31.7M | Buy |
77,059
+16
| +0% | +$6.58K | 3.33% | 3 |
|
|
2023
Q1 | $34.5M | Sell |
77,043
-1
| -0% | -$447 | 3.87% | 1 |
|
|
2022
Q4 | $30.8M | Sell |
77,044
-12,579
| -14% | -$5.03M | 3.79% | 1 |
|
|
2022
Q3 | $30.2M | Sell |
89,623
-8
| -0% | -$2.7K | 4.12% | 2 |
|
|
2022
Q2 | $33.6M | Sell |
89,631
-70
| -0.1% | -$26.3K | 4.41% | 1 |
|
|
2022
Q1 | $42.4M | Sell |
89,701
-3,890
| -4% | -$1.84M | 4.69% | 2 |
|
|
2021
Q4 | $40.9M | Buy |
93,591
+8,597
| +10% | +$3.76M | 4.39% | 2 |
|
|
2021
Q3 | $36.5M | Buy |
84,994
+180
| +0.2% | +$77.3K | 4.82% | 2 |
|
|
2021
Q2 | $35.5M | Buy |
84,814
+84,150
| +12,673% | +$35.2M | 5.73% | 1 |
|
|
2021
Q1 | $275K | Buy |
+664
| New | +$275K | 0.06% | 378 |
|