Holistic Financial Partners’s TE Connectivity TEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,553
| Closed | -$222K | – | 131 |
|
|
2024
Q4 | $222K | Buy |
1,553
+55
| +4% | +$7.86K | 0.11% | 105 |
|
|
2024
Q3 | $226K | Buy |
1,498
+26
| +2% | +$3.93K | 0.11% | 106 |
|
|
2024
Q2 | $221K | Sell |
1,472
-54
| -4% | -$8.12K | 0.11% | 105 |
|
|
2024
Q1 | $222K | Sell |
1,526
-546
| -26% | -$79.3K | 0.11% | 114 |
|
|
2023
Q4 | $291K | Buy |
2,072
+93
| +5% | +$13.1K | 0.18% | 76 |
|
|
2023
Q3 | $244K | Hold |
1,979
| – | – | 0.16% | 83 |
|
|
2023
Q2 | $277K | Sell |
1,979
-172
| -8% | -$24.1K | 0.19% | 74 |
|
|
2023
Q1 | $282K | Buy |
2,151
+389
| +22% | +$51K | 0.22% | 73 |
|
|
2022
Q4 | $202K | Buy |
+1,762
| New | +$202K | 0.18% | 87 |
|
|
2022
Q2 | – | Sell |
-1,579
| Closed | -$207K | – | 115 |
|
|
2022
Q1 | $207K | Buy |
1,579
+137
| +10% | +$18K | 0.13% | 106 |
|
|
2021
Q4 | $233K | Buy |
+1,442
| New | +$233K | 0.14% | 98 |
|
|
2021
Q2 | – | Sell |
-1,887
| Closed | -$244K | – | 131 |
|
|
2021
Q1 | $244K | Buy |
+1,887
| New | +$244K | 0.16% | 92 |
|
|
2018
Q2 | – | Sell |
-887
| Closed | -$89K | – | 331 |
|
|
2018
Q1 | $89K | Buy |
887
+25
| +3% | +$2.51K | 0.07% | 128 |
|
|
2017
Q4 | $82K | Buy |
+862
| New | +$82K | 0.07% | 139 |
|