DWM
Defined Wealth Management’s TE Connectivity TEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Hold |
6,855
| – | – | 0.72% | 40 |
|
|
2025
Q1 | $969K | Sell |
6,855
-301
| -4% | -$42.5K | 0.65% | 43 |
|
|
2024
Q4 | $1.02M | Hold |
7,156
| – | – | 0.68% | 39 |
|
|
2024
Q3 | $1.08M | Buy |
7,156
+50
| +0.7% | +$7.55K | 0.7% | 39 |
|
|
2024
Q2 | $1.07M | Hold |
7,106
| – | – | 0.74% | 39 |
|
|
2024
Q1 | $1.03M | Sell |
7,106
-392
| -5% | -$56.9K | 0.74% | 37 |
|
|
2023
Q4 | $1.05M | Hold |
7,498
| – | – | 0.81% | 36 |
|
|
2023
Q3 | $926K | Hold |
7,498
| – | – | 0.79% | 40 |
|
|
2023
Q2 | $1.05M | Hold |
7,498
| – | – | 0.89% | 33 |
|
|
2023
Q1 | $983K | Hold |
7,498
| – | – | 0.92% | 29 |
|
|
2022
Q4 | $861K | Hold |
7,498
| – | – | 0.81% | 33 |
|
|
2022
Q3 | $827K | Buy |
7,498
+100
| +1% | +$11K | 0.9% | 30 |
|
|
2022
Q2 | $837K | Sell |
7,398
-100
| -1% | -$11.3K | 0.86% | 31 |
|
|
2022
Q1 | $982K | Hold |
7,498
| – | – | 0.86% | 28 |
|
|
2021
Q4 | $1.21M | Buy |
7,498
+100
| +1% | +$16.1K | 0.99% | 28 |
|
|
2021
Q3 | $1.02M | Buy |
7,398
+38
| +0.5% | +$5.21K | 0.9% | 26 |
|
|
2021
Q2 | $995K | Hold |
7,360
| – | – | 0.88% | 27 |
|
|
2021
Q1 | $950K | Buy |
7,360
+185
| +3% | +$23.9K | 0.9% | 26 |
|
|
2020
Q4 | $869K | Buy |
+7,175
| New | +$869K | 0.86% | 28 |
|