Integrated Wealth Concepts’s Teledyne Technologies TDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.36M Sell
2,651
-195
-7% -$99.9K 0.01% 773
2025
Q1
$1.42M Buy
2,846
+251
+10% +$125K 0.02% 677
2024
Q4
$1.2M Sell
2,595
-110
-4% -$51K 0.01% 742
2024
Q3
$1.18M Sell
2,705
-34
-1% -$14.9K 0.01% 733
2024
Q2
$1.06M Buy
2,739
+717
+35% +$278K 0.01% 731
2024
Q1
$868K Buy
2,022
+35
+2% +$15K 0.01% 820
2023
Q4
$887K Sell
1,987
-958
-33% -$427K 0.01% 775
2023
Q3
$1.2M Buy
2,945
+2,326
+376% +$950K 0.02% 617
2023
Q2
$254K Sell
619
-256
-29% -$105K ﹤0.01% 1306
2023
Q1
$391K Buy
+875
New +$391K 0.01% 951
2022
Q1
Sell
-865
Closed -$378K 1048
2021
Q4
$378K Sell
865
-6
-0.7% -$2.62K 0.01% 687
2021
Q3
$374K Buy
+871
New +$374K 0.01% 654