CWM
CCG Wealth Management’s Teledyne Technologies TDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Hold |
532
| – | – | 0.14% | 66 |
|
|
2025
Q1 | $265K | Buy |
532
+2
| +0.4% | +$995 | 0.16% | 62 |
|
|
2024
Q4 | $246K | Buy |
530
+2
| +0.4% | +$928 | 0.14% | 61 |
|
|
2024
Q3 | $231K | Buy |
528
+2
| +0.4% | +$875 | 0.13% | 63 |
|
|
2024
Q2 | $204K | Buy |
526
+2
| +0.4% | +$776 | 0.12% | 65 |
|
|
2024
Q1 | $225K | Hold |
524
| – | – | 0.14% | 66 |
|
|
2023
Q4 | $234K | Sell |
524
-50
| -9% | -$22.3K | 0.16% | 51 |
|
|
2023
Q3 | $235K | Sell |
574
-217
| -27% | -$88.7K | 0.15% | 54 |
|
|
2023
Q2 | $325K | Hold |
791
| – | – | 0.2% | 46 |
|
|
2023
Q1 | $354K | Sell |
791
-83
| -9% | -$37.1K | 0.23% | 41 |
|
|
2022
Q4 | $350K | Buy |
874
+62
| +8% | +$24.8K | 0.19% | 56 |
|
|
2022
Q3 | $274K | Sell |
812
-415
| -34% | -$140K | 0.17% | 65 |
|
|
2022
Q2 | $460K | Sell |
1,227
-154
| -11% | -$57.7K | 0.26% | 42 |
|
|
2022
Q1 | $653K | Sell |
1,381
-124
| -8% | -$58.6K | 0.32% | 41 |
|
|
2021
Q4 | $658K | Sell |
1,505
-471
| -24% | -$206K | 0.34% | 37 |
|
|
2021
Q3 | $849K | Sell |
1,976
-367
| -16% | -$158K | 0.49% | 41 |
|
|
2021
Q2 | $981K | Sell |
2,343
-187
| -7% | -$78.3K | 0.76% | 26 |
|
|
2021
Q1 | $1.05M | Sell |
2,530
-1,300
| -34% | -$538K | 1.03% | 24 |
|
|
2020
Q4 | $1.5M | Sell |
3,830
-20,639
| -84% | -$8.09M | 1.58% | 18 |
|
|
2020
Q3 | $7.59M | Sell |
24,469
-2,700
| -10% | -$838K | 7.11% | 6 |
|
|
2020
Q2 | $8.45M | Sell |
27,169
-514
| -2% | -$160K | 7.88% | 5 |
|
|
2020
Q1 | $8.23M | Sell |
27,683
-1,000
| -3% | -$297K | 7.9% | 2 |
|
|
2019
Q4 | $9.94M | Hold |
28,683
| – | – | 6.29% | 3 |
|
|
2019
Q3 | $9.24M | Hold |
28,683
| – | – | 6.3% | 3 |
|
|
2019
Q2 | $7.86M | Hold |
28,683
| – | – | 5.61% | 3 |
|
|
2019
Q1 | $6.8M | Hold |
28,683
| – | – | 5.46% | 4 |
|
|
2018
Q4 | $5.94M | Buy |
+28,683
| New | +$5.94M | 5.78% | 4 |
|