Bell & Brown Wealth Advisors’s Teekay TK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.66M Buy
200,653
+1,050
+0.5% +$8.66K 0.59% 49
2025
Q1
$1.31M Buy
199,603
+7,825
+4% +$51.4K 0.51% 49
2024
Q4
$1.33M Buy
191,778
+2,776
+1% +$19.2K 0.49% 49
2024
Q3
$1.74M Sell
189,002
-161
-0.1% -$1.48K 0.68% 46
2024
Q2
$1.69M Sell
189,163
-3,745
-2% -$33.5K 0.65% 48
2024
Q1
$1.4M Sell
192,908
-8,350
-4% -$60.8K 0.6% 51
2023
Q4
$1.44M Buy
+201,258
New +$1.44M 0.67% 49
2023
Q2
$1.24M Buy
205,372
+2,659
+1% +$16.1K 0.62% 50
2023
Q1
$1.25M Sell
202,713
-5,450
-3% -$33.7K 0.67% 48
2022
Q4
$945K Buy
208,163
+2,871
+1% +$13K 0.52% 52
2022
Q3
$737K Sell
205,292
-1,000
-0.5% -$3.59K 0.46% 53
2022
Q2
$594K Sell
206,292
-3,060
-1% -$8.81K 0.32% 56
2022
Q1
$664K Buy
+209,352
New +$664K 0.3% 56
2021
Q4
Sell
-237,509
Closed -$869K 76
2021
Q3
$869K Buy
+237,509
New +$869K 0.47% 54
2019
Q3
Sell
-227,232
Closed -$782K 87
2019
Q2
$782K Buy
227,232
+17,350
+8% +$59.7K 0.69% 54
2019
Q1
$823K Buy
209,882
+10,112
+5% +$39.7K 0.75% 53
2018
Q4
$667K Buy
199,770
+73,975
+59% +$247K 0.71% 54
2018
Q3
$834K Buy
125,795
+5,125
+4% +$34K 0.77% 53
2018
Q2
$935K Buy
120,670
+8,445
+8% +$65.4K 0.92% 45
2018
Q1
$980K Buy
112,225
+1,975
+2% +$17.2K 1.03% 41
2017
Q4
$1.03M Buy
+110,250
New +$1.03M 1.07% 42