EWM
Evercore Wealth Management’s TE Connectivity TEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Hold |
2,775
| – | – | 0.01% | 291 |
|
|
2025
Q1 | $392K | Sell |
2,775
-1
| -0% | -$141 | 0.01% | 301 |
|
|
2024
Q4 | $397K | Buy |
2,776
+1
| +0% | +$143 | 0.01% | 303 |
|
|
2024
Q3 | $419K | Hold |
2,775
| – | – | 0.01% | 293 |
|
|
2024
Q2 | $417K | Sell |
2,775
-72
| -3% | -$10.8K | 0.01% | 294 |
|
|
2024
Q1 | $413K | Sell |
2,847
-23
| -0.8% | -$3.34K | 0.01% | 303 |
|
|
2023
Q4 | $403K | Buy |
2,870
+209
| +8% | +$29.4K | 0.01% | 305 |
|
|
2023
Q3 | $329K | Hold |
2,661
| – | – | 0.01% | 308 |
|
|
2023
Q2 | $373K | Hold |
2,661
| – | – | 0.01% | 307 |
|
|
2023
Q1 | $349K | Sell |
2,661
-33
| -1% | -$4.33K | 0.01% | 306 |
|
|
2022
Q4 | $309K | Hold |
2,694
| – | – | 0.01% | 318 |
|
|
2022
Q3 | $297K | Hold |
2,694
| – | – | 0.01% | 317 |
|
|
2022
Q2 | $305K | Sell |
2,694
-47
| -2% | -$5.32K | 0.01% | 318 |
|
|
2022
Q1 | $359K | Sell |
2,741
-259
| -9% | -$33.9K | 0.01% | 321 |
|
|
2021
Q4 | $484K | Sell |
3,000
-12
| -0.4% | -$1.94K | 0.01% | 288 |
|
|
2021
Q3 | $413K | Hold |
3,012
| – | – | 0.01% | 313 |
|
|
2021
Q2 | $407K | Sell |
3,012
-472
| -14% | -$63.8K | 0.01% | 320 |
|
|
2021
Q1 | $450K | Sell |
3,484
-1,688
| -33% | -$218K | 0.01% | 311 |
|
|
2020
Q4 | $626K | Buy |
5,172
+3
| +0.1% | +$363 | 0.01% | 262 |
|
|
2020
Q3 | $505K | Buy |
5,169
+20
| +0.4% | +$1.95K | 0.01% | 261 |
|
|
2020
Q2 | $420K | Buy |
5,149
+100
| +2% | +$8.16K | 0.01% | 277 |
|
|
2020
Q1 | $318K | Buy |
5,049
+1,231
| +32% | +$77.5K | 0.01% | 288 |
|
|
2019
Q4 | $366K | Hold |
3,818
| – | – | 0.01% | 320 |
|
|
2019
Q3 | $356K | Buy |
3,818
+1,013
| +36% | +$94.5K | 0.01% | 307 |
|
|
2019
Q2 | $269K | Buy |
+2,805
| New | +$269K | 0.01% | 356 |
|
|
2018
Q4 | – | Sell |
-3,025
| Closed | -$266K | – | 411 |
|
|
2018
Q3 | $266K | Hold |
3,025
| – | – | 0.01% | 358 |
|
|
2018
Q2 | $272K | Buy |
+3,025
| New | +$272K | 0.01% | 343 |
|
|
2018
Q1 | – | Sell |
-965
| Closed | -$92K | – | 741 |
|
|
2017
Q4 | $92K | Hold |
965
| – | – | ﹤0.01% | 478 |
|
|
2017
Q3 | $80K | Hold |
965
| – | – | ﹤0.01% | 502 |
|
|
2017
Q2 | $76K | Buy |
965
+330
| +52% | +$26K | ﹤0.01% | 521 |
|
|
2017
Q1 | $47K | Sell |
635
-149
| -19% | -$11K | ﹤0.01% | 609 |
|
|
2016
Q4 | $55K | Sell |
784
-1,468
| -65% | -$103K | ﹤0.01% | 593 |
|
|
2016
Q3 | $145K | Buy |
2,252
+923
| +69% | +$59.4K | 0.01% | 430 |
|
|
2016
Q2 | $76K | Sell |
1,329
-952
| -42% | -$54.4K | ﹤0.01% | 506 |
|
|
2016
Q1 | $141K | Sell |
2,281
-9
| -0.4% | -$556 | 0.01% | 411 |
|
|
2015
Q4 | $148K | Buy |
2,290
+2,183
| +2,040% | +$141K | 0.01% | 426 |
|
|
2015
Q3 | $6K | Buy |
107
+57
| +114% | +$3.2K | ﹤0.01% | 879 |
|
|
2015
Q2 | $3K | Sell |
50
-84
| -63% | -$5.04K | ﹤0.01% | 1018 |
|
|
2015
Q1 | $10K | Hold |
134
| – | – | ﹤0.01% | 867 |
|
|
2014
Q4 | $8K | Hold |
134
| – | – | ﹤0.01% | 767 |
|
|
2014
Q3 | $8K | Sell |
134
-82
| -38% | -$4.9K | ﹤0.01% | 835 |
|
|
2014
Q2 | $13K | Buy |
216
+12
| +6% | +$722 | ﹤0.01% | 804 |
|
|
2014
Q1 | $12K | Buy |
204
+50
| +32% | +$2.94K | ﹤0.01% | 808 |
|
|
2013
Q4 | $8K | Sell |
154
-103
| -40% | -$5.35K | ﹤0.01% | 773 |
|
|
2013
Q3 | $13K | Buy |
+257
| New | +$13K | ﹤0.01% | 733 |
|