Carson Wealth (CWM LLC)’s TE Connectivity TEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
6,936
+798
| +13% | +$135K | ﹤0.01% | 1170 |
|
|
2025
Q1 | $867K | Buy |
6,138
+507
| +9% | +$71.6K | ﹤0.01% | 1207 |
|
|
2024
Q4 | $805K | Sell |
5,631
-302
| -5% | -$43.2K | ﹤0.01% | 1192 |
|
|
2024
Q3 | $896K | Sell |
5,933
-24
| -0.4% | -$3.62K | ﹤0.01% | 1102 |
|
|
2024
Q2 | $896K | Buy |
5,957
+211
| +4% | +$31.7K | ﹤0.01% | 947 |
|
|
2024
Q1 | $835K | Buy |
5,746
+64
| +1% | +$9.3K | ﹤0.01% | 930 |
|
|
2023
Q4 | $798K | Sell |
5,682
-428
| -7% | -$60.1K | ﹤0.01% | 900 |
|
|
2023
Q3 | $755K | Buy |
6,110
+302
| +5% | +$37.3K | ﹤0.01% | 844 |
|
|
2023
Q2 | $814K | Buy |
5,808
+885
| +18% | +$124K | 0.01% | 781 |
|
|
2023
Q1 | $646K | Buy |
4,923
+205
| +4% | +$26.9K | ﹤0.01% | 804 |
|
|
2022
Q4 | $542K | Buy |
4,718
+630
| +15% | +$72.4K | ﹤0.01% | 781 |
|
|
2022
Q3 | $451K | Buy |
4,088
+995
| +32% | +$110K | ﹤0.01% | 780 |
|
|
2022
Q2 | $350K | Buy |
3,093
+992
| +47% | +$112K | ﹤0.01% | 839 |
|
|
2022
Q1 | $275K | Buy |
2,101
+148
| +8% | +$19.4K | ﹤0.01% | 913 |
|
|
2021
Q4 | $315K | Buy |
+1,953
| New | +$315K | ﹤0.01% | 848 |
|
|
2021
Q2 | $258K | Hold |
1,905
| – | – | ﹤0.01% | 821 |
|
|
2021
Q1 | $258K | Hold |
1,905
| – | – | ﹤0.01% | 821 |
|
|
2020
Q4 | $258K | Hold |
1,905
| – | – | ﹤0.01% | 821 |
|
|
2020
Q3 | $258K | Hold |
1,905
| – | – | ﹤0.01% | 821 |
|
|
2020
Q2 | $258K | Hold |
1,905
| – | – | ﹤0.01% | 821 |
|
|
2020
Q1 | $258K | Hold |
1,905
| – | – | ﹤0.01% | 821 |
|
|
2019
Q4 | $258K | Hold |
1,905
| – | – | ﹤0.01% | 821 |
|
|
2019
Q3 | $258K | Hold |
1,905
| – | – | ﹤0.01% | 821 |
|
|
2019
Q2 | $258K | Hold |
1,905
| – | – | ﹤0.01% | 821 |
|
|
2019
Q1 | $258K | Buy |
1,905
+1,227
| +181% | +$166K | ﹤0.01% | 821 |
|
|
2018
Q4 | $51K | Sell |
678
-817
| -55% | -$61.5K | ﹤0.01% | 876 |
|
|
2018
Q3 | $131K | Buy |
1,495
+47
| +3% | +$4.12K | ﹤0.01% | 577 |
|
|
2018
Q2 | $130K | Buy |
1,448
+24
| +2% | +$2.16K | ﹤0.01% | 487 |
|
|
2018
Q1 | $142K | Buy |
1,424
+86
| +6% | +$8.58K | 0.01% | 404 |
|
|
2017
Q4 | $127K | Sell |
1,338
-77
| -5% | -$7.31K | 0.01% | 400 |
|
|
2017
Q3 | $118K | Buy |
1,415
+177
| +14% | +$14.8K | 0.01% | 395 |
|
|
2017
Q2 | $97K | Buy |
1,238
+94
| +8% | +$7.37K | 0.01% | 387 |
|
|
2017
Q1 | $85K | Hold |
1,144
| – | – | ﹤0.01% | 378 |
|
|
2016
Q4 | $79K | Buy |
1,144
+985
| +619% | +$68K | ﹤0.01% | 383 |
|
|
2016
Q3 | $10K | Sell |
159
-78
| -33% | -$4.91K | ﹤0.01% | 702 |
|
|
2016
Q2 | $14K | Sell |
237
-65
| -22% | -$3.84K | ﹤0.01% | 516 |
|
|
2016
Q1 | $19K | Sell |
302
-74
| -20% | -$4.66K | ﹤0.01% | 446 |
|
|
2015
Q4 | $24K | Sell |
376
-1,176
| -76% | -$75.1K | ﹤0.01% | 380 |
|
|
2015
Q3 | $93K | Sell |
1,552
-158,015
| -99% | -$9.47M | 0.01% | 243 |
|
|
2015
Q2 | $10.3M | Sell |
159,567
-2,030
| -1% | -$131K | 0.98% | 32 |
|
|
2015
Q1 | $11.6M | Sell |
161,597
-4,296
| -3% | -$308K | 1.17% | 28 |
|
|
2014
Q4 | $10.5M | Buy |
165,893
+15,075
| +10% | +$954K | 1.27% | 21 |
|
|
2014
Q3 | $8.34M | Buy |
+150,818
| New | +$8.34M | 1.21% | 26 |
|
|
2014
Q1 | – | Sell |
-25
| Closed | -$1K | – | 406 |
|
|
2013
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 561 |
|
|
2013
Q3 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 437 |
|