Envestnet Asset Management’s Telephone and Data Systems TDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.57M | Buy |
+37,242
| New | +$1.64M | ﹤0.01% | 3174 |
|
|
2025
Q1 | – | Sell |
-35,999
| Closed | -$1.23M | – | 4468 |
|
|
2024
Q4 | $1.23M | Sell |
35,999
-8,817
| -20% | -$268K | ﹤0.01% | 3024 |
|
|
2024
Q3 | $1.04M | Sell |
44,816
-6,413
| -13% | -$140K | ﹤0.01% | 3114 |
|
|
2024
Q2 | $1.06M | Sell |
51,229
-24,834
| -33% | -$449K | ﹤0.01% | 3003 |
|
|
2024
Q1 | $1.22M | Buy |
76,063
+4,988
| +7% | +$85.1K | ﹤0.01% | 2904 |
|
|
2023
Q4 | $1.3M | Buy |
71,075
+16,399
| +30% | +$303K | ﹤0.01% | 2733 |
|
|
2023
Q3 | $1M | Sell |
54,676
-5,972
| -10% | -$86.2K | ﹤0.01% | 2816 |
|
|
2023
Q2 | $499K | Sell |
60,648
-7,185
| -11% | -$60.9K | ﹤0.01% | 3209 |
|
|
2023
Q1 | $713K | Buy |
67,833
+10,798
| +19% | +$126K | ﹤0.01% | 2911 |
|
|
2022
Q4 | $598K | Buy |
57,035
+8,741
| +18% | +$108K | ﹤0.01% | 2991 |
|
|
2022
Q3 | $671K | Sell |
48,294
-818
| -2% | -$13K | ﹤0.01% | 2840 |
|
|
2022
Q2 | $775K | Sell |
49,112
-18,466
| -27% | -$330K | ﹤0.01% | 2787 |
|
|
2022
Q1 | $1.28M | Buy |
67,578
+19,120
| +39% | +$370K | ﹤0.01% | 2485 |
|
|
2021
Q4 | $976K | Buy |
48,458
+5,552
| +13% | +$108K | ﹤0.01% | 2648 |
|
|
2021
Q3 | $837K | Buy |
42,906
+635
| +2% | +$13.2K | ﹤0.01% | 2656 |
|
|
2021
Q2 | $958K | Sell |
42,271
-132
| -0.3% | -$3.22K | ﹤0.01% | 2564 |
|
|
2021
Q1 | $974K | Sell |
42,403
-2,009
| -5% | -$41K | ﹤0.01% | 2420 |
|
|
2020
Q4 | $825K | Sell |
44,412
-11,174
| -20% | -$205K | ﹤0.01% | 2352 |
|
|
2020
Q3 | $1.02M | Buy |
55,586
+1,888
| +4% | +$39.7K | ﹤0.01% | 1995 |
|
|
2020
Q2 | $1.07M | Sell |
53,698
-12,287
| -19% | -$235K | ﹤0.01% | 1927 |
|
|
2020
Q1 | $1.11M | Sell |
65,985
-65,402
| -50% | -$1.42M | ﹤0.01% | 1758 |
|
|
2019
Q4 | $3.34M | Buy |
131,387
+2,629
| +2% | +$64.5K | ﹤0.01% | 1336 |
|
|
2019
Q3 | $3.32M | Buy |
128,758
+98,132
| +320% | +$2.74M | ﹤0.01% | 1266 |
|
|
2019
Q2 | $931K | Sell |
30,626
-28
| -0.1% | -$875 | ﹤0.01% | 1987 |
|
|
2019
Q1 | $942K | Buy |
+30,654
| New | +$1.04M | ﹤0.01% | 1949 |
|
|
2018
Q3 | – | Sell |
-5,087
| Closed | -$139K | – | 2466 |
|
|
2018
Q2 | $139K | Sell |
5,087
-141
| -3% | -$3.82K | ﹤0.01% | 1854 |
|
|
2018
Q1 | $147K | Buy |
5,228
+71
| +1% | +$1.93K | ﹤0.01% | 1767 |
|
|
2017
Q4 | $144K | Buy |
5,157
+1,506
| +41% | +$41.3K | ﹤0.01% | 1977 |
|
|
2017
Q3 | $101K | Sell |
3,651
-435
| -11% | -$12.3K | ﹤0.01% | 2072 |
|
|
2017
Q2 | $114K | Sell |
4,086
-8
| -0.2% | -$220 | ﹤0.01% | 2088 |
|
|
2017
Q1 | $108K | Buy |
4,094
+84
| +2% | +$2.4K | ﹤0.01% | 2153 |
|
|
2016
Q4 | $116K | Buy |
4,010
+944
| +31% | +$25.7K | ﹤0.01% | 2125 |
|
|
2016
Q3 | $83K | Buy |
3,066
+116
| +4% | +$3.38K | ﹤0.01% | 2407 |
|
|
2016
Q2 | $87K | Sell |
2,950
-3,587
| -55% | -$103K | ﹤0.01% | 2498 |
|
|
2016
Q1 | $197K | Sell |
6,537
-281
| -4% | -$7.09K | ﹤0.01% | 2078 |
|
|
2015
Q4 | $177K | Buy |
6,818
+111
| +2% | +$3.03K | ﹤0.01% | 2092 |
|
|
2015
Q3 | $167K | Sell |
6,707
-136
| -2% | -$3.82K | ﹤0.01% | 2106 |
|
|
2015
Q2 | $201K | Buy |
+6,843
| New | +$196K | ﹤0.01% | 2136 |
|
|
2015
Q1 | – | Sell |
-657
| Closed | -$17K | – | 2384 |
|
|
2014
Q4 | $17K | Sell |
657
-95
| -13% | -$2.34K | ﹤0.01% | 1809 |
|
|
2014
Q3 | $18K | Hold |
752
| – | – | ﹤0.01% | 1929 |
|
|
2014
Q2 | $20K | Sell |
752
-82
| -10% | -$2.17K | ﹤0.01% | 1768 |
|
|
2014
Q1 | $22K | Hold |
834
| – | – | ﹤0.01% | 1629 |
|
|
2013
Q4 | $22K | Sell |
834
-233
| -22% | -$6.59K | ﹤0.01% | 1482 |
|
|
2013
Q3 | $32K | Sell |
1,067
-244
| -19% | -$6.71K | ﹤0.01% | 1325 |
|
|
2013
Q2 | $32K | Buy |
+1,311
| New | +$29.6K | ﹤0.01% | 1294 |
|
Other funds holding TDS
TP
VPM
CCM
VCM
OCM
