Holistic Financial Partners’s TE Connectivity TEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$222K Buy
2024
Q3
$226K Buy
2024
Q2
$221K Sell
2024
Q1
$222K Sell
2023
Q4
$291K Buy
2023
Q3
$244K Hold
2023
Q2
$277K Sell
2023
Q1
$282K Buy
2022
Q4
$202K Buy
2022
Q2
Sell
2022
Q1
$207K Buy
2021
Q4
$233K Buy
2021
Q2
Sell
2021
Q1
$244K Buy
2018
Q2
Sell
2018
Q1
$89K Buy
2017
Q4
$82K Buy