Heritage Family Offices’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	$2.2M	Hold	15,498	–	–	1.11%	17
2025 Q1	$2.19M	Buy	15,498 +674	+5%	+$95.2K	1.12%	17
2024 Q4	$2.12M	Buy	14,824 +969	+7%	+$139K	1.06%	19
2024 Q3	$2.09M	Buy	13,855 +3,657	+36%	+$552K	1.08%	19
2024 Q2	$1.53M	Buy	+10,198	New	+$1.53M	0.85%	28