EP Wealth Advisors’s TE Connectivity TEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Buy |
2,686
+317
| +13% | +$53.5K | ﹤0.01% | 821 |
|
|
2025
Q1 | $335K | Buy |
2,369
+430
| +22% | +$60.8K | ﹤0.01% | 861 |
|
|
2024
Q4 | $277K | Buy |
1,939
+99
| +5% | +$14.2K | ﹤0.01% | 906 |
|
|
2024
Q3 | $278K | Buy |
+1,840
| New | +$278K | ﹤0.01% | 887 |
|
|
2022
Q1 | – | Sell |
-1,899
| Closed | -$306K | – | 664 |
|
|
2021
Q4 | $306K | Buy |
1,899
+13
| +0.7% | +$2.1K | 0.01% | 458 |
|
|
2021
Q3 | $259K | Buy |
1,886
+5
| +0.3% | +$687 | 0.01% | 462 |
|
|
2021
Q2 | $254K | Buy |
1,881
+93
| +5% | +$12.6K | 0.01% | 478 |
|
|
2021
Q1 | $231K | Buy |
+1,788
| New | +$231K | 0.01% | 448 |
|