CWM
Compass Wealth Management’s TE Connectivity TEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.44M | Buy |
38,209
+1,398
| +4% | +$236K | 1.53% | 15 |
|
|
2025
Q1 | $5.2M | Buy |
36,811
+4,605
| +14% | +$651K | 1.33% | 23 |
|
|
2024
Q4 | $4.6M | Buy |
32,206
+17,869
| +125% | +$2.55M | 1.11% | 31 |
|
|
2024
Q3 | $2.17M | Buy |
14,337
+12,620
| +735% | +$1.91M | 0.51% | 65 |
|
|
2024
Q2 | $258K | Sell |
1,717
-400
| -19% | -$60.2K | 0.06% | 141 |
|
|
2024
Q1 | $307K | Sell |
2,117
-285
| -12% | -$41.4K | 0.08% | 133 |
|
|
2023
Q4 | $284K | Sell |
2,402
-100
| -4% | -$11.8K | 0.08% | 136 |
|
|
2023
Q3 | $309K | Sell |
2,502
-240
| -9% | -$29.6K | 0.1% | 125 |
|
|
2023
Q2 | $384K | Sell |
2,742
-245
| -8% | -$34.3K | 0.12% | 121 |
|
|
2023
Q1 | $392K | Sell |
2,987
-125
| -4% | -$16.4K | 0.12% | 121 |
|
|
2022
Q4 | $357K | Buy |
+3,112
| New | +$357K | 0.12% | 121 |
|