Heritage Wealth Management (Arizona)’s Teradyne TER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$519K Sell
3,503
-443
-11% -$65.7K 0.29% 75
2024
Q1
$445K Sell
3,946
-151
-4% -$17K 0.23% 91
2023
Q4
$445K Buy
+4,097
New +$445K 0.24% 89
2022
Q4
$932K Buy
10,674
+6,462
+153% +$564K 0.13% 120
2022
Q3
$316K Sell
4,212
-471
-10% -$35.3K 0.1% 143
2022
Q2
$419K Buy
4,683
+633
+16% +$56.7K 0.14% 111
2022
Q1
$479K Buy
+4,050
New +$479K 0.13% 123
2021
Q3
$215K Buy
1,965
+333
+20% +$36.4K 0.08% 203
2021
Q2
$219K Buy
1,632
+910
+126% +$122K 0.08% 210
2021
Q1
$88K Buy
+722
New +$88K 0.05% 268