KWM
Keebeck Wealth Management’s TE Connectivity TEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.57M | Sell |
21,148
-14,248
| -40% | -$2.4M | 0.47% | 59 |
|
|
2025
Q1 | $5M | Sell |
35,396
-53
| -0.1% | -$7.49K | 0.74% | 36 |
|
|
2024
Q4 | $5.07M | Sell |
35,449
-1,151
| -3% | -$165K | 0.73% | 36 |
|
|
2024
Q3 | $5.53M | Buy |
36,600
+9,200
| +34% | +$1.39M | 0.8% | 31 |
|
|
2024
Q2 | $4.12M | Sell |
27,400
-642
| -2% | -$96.6K | 0.6% | 44 |
|
|
2024
Q1 | $4.07M | Sell |
28,042
-1,138
| -4% | -$165K | 0.6% | 45 |
|
|
2023
Q4 | $4.1M | Sell |
29,180
-479
| -2% | -$67.3K | 0.68% | 39 |
|
|
2023
Q3 | $3.66M | Buy |
29,659
+793
| +3% | +$98K | 0.64% | 47 |
|
|
2023
Q2 | $4.05M | Buy |
28,866
+4,042
| +16% | +$567K | 0.56% | 53 |
|
|
2023
Q1 | $3.26M | Buy |
24,824
+3,906
| +19% | +$512K | 0.52% | 51 |
|
|
2022
Q4 | $2.4M | Buy |
20,918
+333
| +2% | +$38.2K | 0.42% | 59 |
|
|
2022
Q3 | $2.27M | Buy |
20,585
+2,107
| +11% | +$233K | 0.44% | 57 |
|
|
2022
Q2 | $2.09M | Buy |
18,478
+3,312
| +22% | +$375K | 0.4% | 63 |
|
|
2022
Q1 | $1.99M | Buy |
15,166
+2,053
| +16% | +$269K | 0.33% | 79 |
|
|
2021
Q4 | $2.12M | Buy |
13,113
+834
| +7% | +$135K | 0.38% | 64 |
|
|
2021
Q3 | $1.69M | Buy |
12,279
+1,765
| +17% | +$242K | 0.33% | 72 |
|
|
2021
Q2 | $1.42M | Buy |
10,514
+2,060
| +24% | +$279K | 0.21% | 93 |
|
|
2021
Q1 | $1.09M | Buy |
8,454
+222
| +3% | +$28.6K | 0.17% | 102 |
|
|
2020
Q4 | $997K | Buy |
8,232
+425
| +5% | +$51.5K | 0.17% | 94 |
|
|
2020
Q3 | $763K | Buy |
7,807
+710
| +10% | +$69.4K | 0.16% | 99 |
|
|
2020
Q2 | $578K | Buy |
7,097
+1,251
| +21% | +$102K | 0.18% | 105 |
|
|
2020
Q1 | $368K | Buy |
5,846
+3,077
| +111% | +$194K | 0.15% | 111 |
|
|
2019
Q4 | $265K | Buy |
+2,769
| New | +$265K | 0.08% | 127 |
|