FVWA
Foster Victor Wealth Advisors’s TE Connectivity TEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-43,608
| Closed | -$6.35M | – | 208 |
|
|
2024
Q4 | $6.35M | Sell |
43,608
-17,815
| -29% | -$2.6M | 0.49% | 83 |
|
|
2024
Q3 | $9.06M | Sell |
61,423
-12,654
| -17% | -$1.87M | 0.73% | 63 |
|
|
2024
Q2 | $11.8M | Buy |
74,077
+250
| +0.3% | +$39.9K | 0.99% | 42 |
|
|
2024
Q1 | $10.8M | Buy |
73,827
+2,519
| +4% | +$370K | 0.99% | 50 |
|
|
2023
Q4 | $9.54M | Buy |
71,308
+1,501
| +2% | +$201K | 0.98% | 50 |
|
|
2023
Q3 | $8.65M | Sell |
69,807
-29,123
| -29% | -$3.61M | 1.01% | 51 |
|
|
2023
Q2 | $13.8M | Buy |
98,930
+3,718
| +4% | +$518K | 1.53% | 24 |
|
|
2023
Q1 | $12M | Buy |
95,212
+4,326
| +5% | +$546K | 1.46% | 25 |
|
|
2022
Q4 | $10.9M | Buy |
90,886
+8,765
| +11% | +$1.06M | 1.39% | 25 |
|
|
2022
Q3 | $9.7M | Buy |
82,121
+5,591
| +7% | +$660K | 1.41% | 27 |
|
|
2022
Q2 | $8.63M | Buy |
76,530
+10,644
| +16% | +$1.2M | 1.28% | 28 |
|
|
2022
Q1 | $8.24M | Buy |
65,886
+14,116
| +27% | +$1.77M | 1.13% | 33 |
|
|
2021
Q4 | $8.32M | Buy |
51,770
+2,010
| +4% | +$323K | 1.13% | 32 |
|
|
2021
Q3 | $6.83M | Buy |
49,760
+744
| +2% | +$102K | 1.09% | 34 |
|
|
2021
Q2 | $6.63M | Buy |
49,016
+4,865
| +11% | +$658K | 1.11% | 33 |
|
|
2021
Q1 | $5.8M | Buy |
44,151
+1,040
| +2% | +$137K | 1.08% | 33 |
|
|
2020
Q4 | $5.22M | Sell |
43,111
-912
| -2% | -$110K | 1.19% | 34 |
|
|
2020
Q3 | $4.3M | Buy |
+44,023
| New | +$4.3M | 1.17% | 33 |
|