Heritage Wealth Management (Arizona)’s Teledyne Technologies TDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $280K | Sell |
722
-93
| -11% | -$36.1K | 0.16% | 123 |
|
|
2024
Q1 | $350K | Sell |
815
-3
| -0.4% | -$1.29K | 0.18% | 112 |
|
|
2023
Q4 | $365K | Buy |
+818
| New | +$365K | 0.2% | 103 |
|
|
2022
Q4 | $1.32M | Buy |
3,308
+1,766
| +115% | +$706K | 0.19% | 85 |
|
|
2022
Q3 | $520K | Buy |
1,542
+133
| +9% | +$44.9K | 0.17% | 95 |
|
|
2022
Q2 | $529K | Buy |
1,409
+396
| +39% | +$149K | 0.18% | 94 |
|
|
2022
Q1 | $479K | Buy |
+1,013
| New | +$479K | 0.13% | 122 |
|
|
2021
Q3 | $360K | Buy |
838
+103
| +14% | +$44.2K | 0.13% | 125 |
|
|
2021
Q2 | $308K | Buy |
735
+145
| +25% | +$60.8K | 0.12% | 145 |
|
|
2021
Q1 | $244K | Buy |
+590
| New | +$244K | 0.14% | 136 |
|