GeoWealth Management’s TE Connectivity TEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$352K Buy
2,085
+17
+0.8% +$2.87K 0.01% 505
2025
Q1
$292K Sell
2,068
-989
-32% -$140K 0.01% 560
2024
Q4
$437K Sell
3,057
-125
-4% -$17.9K 0.01% 501
2024
Q3
$480K Sell
3,182
-226
-7% -$34.1K 0.02% 474
2024
Q2
$513K Sell
3,408
-31
-0.9% -$4.66K 0.02% 426
2024
Q1
$499K Buy
3,439
+196
+6% +$28.5K 0.02% 437
2023
Q4
$455K Buy
+3,243
New +$455K 0.04% 345
2023
Q2
Sell
-178
Closed -$23K 477
2023
Q1
$23K Sell
178
-27
-13% -$3.49K ﹤0.01% 312
2022
Q4
$24K Sell
205
-44
-18% -$5.15K ﹤0.01% 311
2022
Q3
$27K Buy
249
+44
+21% +$4.77K ﹤0.01% 301
2022
Q2
$22K Sell
205
-31
-13% -$3.33K ﹤0.01% 298
2022
Q1
$32K Buy
236
+99
+72% +$13.4K ﹤0.01% 346
2021
Q4
$22K Sell
137
-59
-30% -$9.47K ﹤0.01% 350
2021
Q3
$27K Sell
196
-226
-54% -$31.1K ﹤0.01% 347
2021
Q2
$57K Buy
+422
New +$57K 0.01% 251