CWM
Congress Wealth Management’s TE Connectivity TEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.2M | Buy |
125,550
+19,226
| +18% | +$3.24M | 0.21% | 122 |
|
|
2025
Q1 | $15M | Sell |
106,324
-967
| -0.9% | -$137K | 0.18% | 143 |
|
|
2024
Q4 | $15.3M | Sell |
107,291
-17,542
| -14% | -$2.51M | 0.21% | 137 |
|
|
2024
Q3 | $18.8M | Buy |
124,833
+11,038
| +10% | +$1.67M | 0.25% | 105 |
|
|
2024
Q2 | $17.1M | Buy |
113,795
+26,546
| +30% | +$3.99M | 0.27% | 97 |
|
|
2024
Q1 | $12.7M | Sell |
87,249
-250
| -0.3% | -$36.3K | 0.22% | 138 |
|
|
2023
Q4 | $12.3M | Buy |
87,499
+33
| +0% | +$4.64K | 0.23% | 131 |
|
|
2023
Q3 | $10.8M | Buy |
87,466
+781
| +0.9% | +$96.5K | 0.22% | 134 |
|
|
2023
Q2 | $12.1M | Buy |
86,685
+890
| +1% | +$125K | 0.28% | 108 |
|
|
2023
Q1 | $11.3M | Buy |
85,795
+5,030
| +6% | +$660K | 0.27% | 112 |
|
|
2022
Q4 | $9.27M | Buy |
80,765
+1,588
| +2% | +$182K | 0.24% | 131 |
|
|
2022
Q3 | $8.74M | Buy |
79,177
+2,431
| +3% | +$268K | 0.24% | 135 |
|
|
2022
Q2 | $8.68M | Buy |
76,746
+376
| +0.5% | +$42.5K | 0.22% | 138 |
|
|
2022
Q1 | $10M | Buy |
76,370
+931
| +1% | +$122K | 0.22% | 137 |
|
|
2021
Q4 | $12.2M | Buy |
+75,439
| New | +$12.2M | 0.24% | 115 |
|