Integrated Wealth Concepts’s Teledyne Technologies TDY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$985K	Buy	1,628 +1,201	+281%	+$750K	0.01%	1126
2025 Q4	$218K	Sell	427 -1,374	-76%	-$724K	﹤0.01%	1478
2025 Q3	$1.06M	Sell	1,801 -850	-32%	-$465K	0.01%	949
2025 Q2	$1.36M	Sell	2,651 -195	-7%	-$94.1K	0.01%	773
2025 Q1	$1.42M	Buy	2,846 +251	+10%	+$124K	0.02%	677
2024 Q4	$1.2M	Sell	2,595 -110	-4%	-$51.3K	0.01%	742
2024 Q3	$1.18M	Sell	2,705 -34	-1%	-$14.1K	0.01%	733
2024 Q2	$1.06M	Buy	2,739 +717	+35%	+$284K	0.01%	731
2024 Q1	$868K	Buy	2,022 +35	+2%	+$15K	0.01%	820
2023 Q4	$887K	Sell	1,987 -958	-33%	-$385K	0.01%	775
2023 Q3	$1.2M	Buy	2,945 +2,326	+376%	+$944K	0.02%	617
2023 Q2	$254K	Sell	619 -256	-29%	-$106K	﹤0.01%	1306
2023 Q1	$391K	Buy	+875	New	+$371K	0.01%	951
2022 Q1	–	Sell	-865	Closed	-$378K	–	1048
2021 Q4	$378K	Sell	865 -6	-0.7%	-$2.61K	0.01%	687
2021 Q3	$374K	Buy	+871	New	+$385K	0.01%	654