IWA
IVC Wealth Advisors’s Teleflex TFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Sell |
1,852
-578
| -24% | -$68.4K | 0.11% | 161 |
|
|
2025
Q1 | $336K | Sell |
2,430
-340
| -12% | -$47K | 0.18% | 114 |
|
|
2024
Q4 | $493K | Sell |
2,770
-37
| -1% | -$6.59K | 0.28% | 72 |
|
|
2024
Q3 | $694K | Sell |
2,807
-150
| -5% | -$37.1K | 0.38% | 61 |
|
|
2024
Q2 | $622K | Sell |
2,957
-100
| -3% | -$21K | 0.35% | 65 |
|
|
2024
Q1 | $691K | Hold |
3,057
| – | – | 0.4% | 62 |
|
|
2023
Q4 | $762K | Sell |
3,057
-10
| -0.3% | -$2.49K | 0.47% | 53 |
|
|
2023
Q3 | $602K | Buy |
3,067
+275
| +10% | +$54K | 0.4% | 63 |
|
|
2023
Q2 | $676K | Hold |
2,792
| – | – | 0.43% | 65 |
|
|
2023
Q1 | $707K | Buy |
2,792
+60
| +2% | +$15.2K | 0.5% | 61 |
|
|
2022
Q4 | $682K | Buy |
2,732
+112
| +4% | +$28K | 0.5% | 58 |
|
|
2022
Q3 | $528K | Buy |
2,620
+105
| +4% | +$21.2K | 0.43% | 64 |
|
|
2022
Q2 | $618K | Buy |
2,515
+135
| +6% | +$33.2K | 0.48% | 59 |
|
|
2022
Q1 | $845K | Buy |
2,380
+400
| +20% | +$142K | 0.56% | 48 |
|
|
2021
Q4 | $650K | Buy |
1,980
+370
| +23% | +$121K | 0.42% | 61 |
|
|
2021
Q3 | $606K | Hold |
1,610
| – | – | 0.42% | 64 |
|
|
2021
Q2 | $647K | Sell |
1,610
-10
| -0.6% | -$4.02K | 0.45% | 61 |
|
|
2021
Q1 | $673K | Hold |
1,620
| – | – | 0.53% | 52 |
|
|
2020
Q4 | $667K | Buy |
+1,620
| New | +$667K | 0.64% | 46 |
|