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EP Wealth Advisors’s Teledyne Technologies TDY Stock Holding History

EP Wealth Advisors’s Portfolio TDY Stock Details TDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$318K Buy
621
+99
+19% +$50.7K ﹤0.01% 982
2025
Q1 		$260K Sell
522
-29
-5% -$14.4K ﹤0.01% 994
2024
Q4 		$256K Hold
551
– – ﹤0.01% 941
2024
Q3 		$241K Buy
+551
New +$241K ﹤0.01% 956