Mission Wealth Management’s Teradata TDC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $528K | Sell |
23,666
-1,556
| -6% | -$34.7K | 0.01% | 440 |
|
2025
Q1 | $567K | Buy |
25,222
+3,093
| +14% | +$69.5K | 0.01% | 401 |
|
2024
Q4 | $689K | Sell |
22,129
-514
| -2% | -$16K | 0.02% | 342 |
|
2024
Q3 | $687K | Sell |
22,643
-2,330
| -9% | -$70.7K | 0.02% | 348 |
|
2024
Q2 | $863K | Sell |
24,973
-577
| -2% | -$19.9K | 0.02% | 291 |
|
2024
Q1 | $988K | Sell |
25,550
-1,309
| -5% | -$50.6K | 0.03% | 282 |
|
2023
Q4 | $1.17M | Buy |
26,859
+1,144
| +4% | +$49.8K | 0.04% | 210 |
|
2023
Q3 | $1.16M | Sell |
25,715
-571
| -2% | -$25.7K | 0.04% | 191 |
|
2023
Q2 | $1.4M | Sell |
26,286
-347
| -1% | -$18.5K | 0.05% | 169 |
|
2023
Q1 | $1.07M | Buy |
26,633
+950
| +4% | +$38.3K | 0.04% | 197 |
|
2022
Q4 | $864K | Buy |
25,683
+935
| +4% | +$31.5K | 0.04% | 220 |
|
2022
Q3 | $769K | Buy |
24,748
+162
| +0.7% | +$5.03K | 0.04% | 217 |
|
2022
Q2 | $910K | Buy |
24,586
+5,842
| +31% | +$216K | 0.05% | 194 |
|
2022
Q1 | $924K | Buy |
18,744
+2,475
| +15% | +$122K | 0.04% | 201 |
|
2021
Q4 | $691K | Sell |
16,269
-437
| -3% | -$18.6K | 0.03% | 236 |
|
2021
Q3 | $958K | Sell |
16,706
-2,432
| -13% | -$139K | 0.05% | 176 |
|
2021
Q2 | $956K | Sell |
19,138
-511
| -3% | -$25.5K | 0.05% | 172 |
|
2021
Q1 | $757K | Sell |
19,649
-992
| -5% | -$38.2K | 0.04% | 186 |
|
2020
Q4 | $464K | Buy |
20,641
+8,947
| +77% | +$201K | 0.03% | 256 |
|
2020
Q3 | $265K | Buy |
11,694
+1,301
| +13% | +$29.5K | 0.02% | 297 |
|
2020
Q2 | $216K | Buy |
+10,393
| New | +$216K | 0.02% | 310 |
|
2020
Q1 | – | Sell |
-8,924
| Closed | -$239K | – | 346 |
|
2019
Q4 | $239K | Buy |
8,924
+736
| +9% | +$19.7K | 0.02% | 294 |
|
2019
Q3 | $254K | Sell |
8,188
-849
| -9% | -$26.3K | 0.03% | 268 |
|
2019
Q2 | $324K | Sell |
9,037
-442
| -5% | -$15.8K | 0.04% | 230 |
|
2019
Q1 | $414K | Buy |
9,479
+1,238
| +15% | +$54.1K | 0.05% | 189 |
|
2018
Q4 | $316K | Buy |
8,241
+367
| +5% | +$14.1K | 0.04% | 190 |
|
2018
Q3 | $297K | Buy |
7,874
+285
| +4% | +$10.8K | 0.04% | 214 |
|
2018
Q2 | $305K | Buy |
7,589
+348
| +5% | +$14K | 0.05% | 194 |
|
2018
Q1 | $287K | Buy |
7,241
+625
| +9% | +$24.8K | 0.05% | 169 |
|
2017
Q4 | $254K | Sell |
6,616
-69
| -1% | -$2.65K | 0.04% | 171 |
|
2017
Q3 | $226K | Buy |
+6,685
| New | +$226K | 0.04% | 171 |
|