Diversified Trust’s Telephone and Data Systems TDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-35,499
| Closed | -$1.21M | – | 1023 |
|
|
2024
Q4 | $1.21M | Buy |
35,499
+3,729
| +12% | +$127K | 0.03% | 326 |
|
|
2024
Q3 | $739K | Buy |
31,770
+771
| +2% | +$17.9K | 0.02% | 479 |
|
|
2024
Q2 | $643K | Buy |
30,999
+1,640
| +6% | +$34K | 0.02% | 462 |
|
|
2024
Q1 | $470K | Buy |
29,359
+1,277
| +5% | +$20.5K | 0.01% | 525 |
|
|
2023
Q4 | $515K | Buy |
28,082
+1,217
| +5% | +$22.3K | 0.02% | 494 |
|
|
2023
Q3 | $492K | Buy |
26,865
+607
| +2% | +$11.1K | 0.02% | 469 |
|
|
2023
Q2 | $216K | Buy |
26,258
+445
| +2% | +$3.66K | 0.01% | 741 |
|
|
2023
Q1 | $271K | Buy |
25,813
+13,803
| +115% | +$145K | 0.01% | 660 |
|
|
2022
Q4 | $126K | Sell |
12,010
-5,789
| -33% | -$60.7K | 0.01% | 758 |
|
|
2022
Q3 | $247K | Buy |
+17,799
| New | +$247K | 0.01% | 611 |
|
|
2021
Q1 | – | Sell |
-10,937
| Closed | -$203K | – | 850 |
|
|
2020
Q4 | $203K | Buy |
+10,937
| New | +$203K | 0.01% | 670 |
|