Compass Wealth Management’s Teledyne Technologies TDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-248
| Closed | -$123K | – | 378 |
|
|
2025
Q1 | $123K | Hold |
248
| – | – | 0.03% | 177 |
|
|
2024
Q4 | $115K | Hold |
248
| – | – | 0.03% | 185 |
|
|
2024
Q3 | $109K | Hold |
248
| – | – | 0.03% | 195 |
|
|
2024
Q2 | $96.2K | Hold |
248
| – | – | 0.02% | 201 |
|
|
2024
Q1 | $106K | Hold |
248
| – | – | 0.03% | 192 |
|
|
2023
Q4 | $111K | Sell |
248
-45
| -15% | -$20.1K | 0.03% | 183 |
|
|
2023
Q3 | $120K | Hold |
293
| – | – | 0.04% | 171 |
|
|
2023
Q2 | $120K | Hold |
293
| – | – | 0.04% | 173 |
|
|
2023
Q1 | $131K | Hold |
293
| – | – | 0.04% | 171 |
|
|
2022
Q4 | $117K | Buy |
+293
| New | +$117K | 0.04% | 180 |
|