Congress Wealth Management’s TE Connectivity TEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$21.2M	Buy	125,550 +19,226	+18%	+$2.92M	0.21%	122
2025 Q1	$15M	Sell	106,324 -967	-0.9%	-$143K	0.18%	143
2024 Q4	$15.3M	Sell	107,291 -17,542	-14%	-$2.61M	0.21%	137
2024 Q3	$18.8M	Buy	124,833 +11,038	+10%	+$1.65M	0.25%	105
2024 Q2	$17.1M	Buy	113,795 +26,546	+30%	+$3.89M	0.27%	97
2024 Q1	$12.7M	Sell	87,249 -250	-0.3%	-$35K	0.22%	138
2023 Q4	$12.3M	Buy	87,499 +33	+0%	+$4.25K	0.23%	131
2023 Q3	$10.8M	Buy	87,466 +781	+0.9%	+$104K	0.22%	134
2023 Q2	$12.1M	Buy	86,685 +890	+1%	+$113K	0.28%	108
2023 Q1	$11.3M	Buy	85,795 +5,030	+6%	+$637K	0.27%	112
2022 Q4	$9.27M	Buy	80,765 +1,588	+2%	+$189K	0.24%	131
2022 Q3	$8.74M	Buy	79,177 +2,431	+3%	+$303K	0.24%	135
2022 Q2	$8.68M	Buy	76,746 +376	+0.5%	+$46.6K	0.22%	138
2022 Q1	$10M	Buy	76,370 +931	+1%	+$133K	0.22%	137
2021 Q4	$12.2M	Buy	+75,439	New	+$11.7M	0.24%	116