Modera Wealth Management’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	–	Sell	-1,519	Closed	-$776K	–	674
2025 Q4	$776K	Buy	1,519 +18	+1%	+$9.48K	0.01%	372
2025 Q3	$880K	Hold	1,501	–	–	0.01%	357
2025 Q2	$769K	Sell	1,501 -1	-0.1%	-$482	0.01%	366
2025 Q1	$748K	Sell	1,502 -18	-1%	-$8.9K	0.01%	363
2024 Q4	$705K	Buy	1,520 +9	+0.6%	+$4.19K	0.01%	376
2024 Q3	$661K	Buy	1,511 +1	+0.1%	+$415	0.01%	362
2024 Q2	$586K	Sell	1,510 -22	-1%	-$8.71K	0.01%	373
2024 Q1	$658K	Sell	1,532 -1	-0.1%	-$429	0.01%	360
2023 Q4	$684K	Buy	1,533 +19	+1%	+$7.63K	0.01%	333
2023 Q3	$619K	Buy	1,514 +14	+0.9%	+$5.68K	0.01%	335
2023 Q2	$617K	Hold	1,500	–	–	0.01%	353
2023 Q1	$671K	Hold	1,500	–	–	0.03%	185
2022 Q4	$600K	Hold	1,500	–	–	0.02%	190
2022 Q3	$506K	Sell	1,500 -2	-0.1%	-$763	0.03%	184
2022 Q2	$563K	Sell	1,502 -2	-0.1%	-$834	0.03%	186
2022 Q1	$711K	Sell	1,504 -410	-21%	-$176K	0.03%	175
2021 Q4	$836K	Buy	1,914 +412	+27%	+$179K	0.03%	192
2021 Q3	$645K	Buy	+1,502	New	+$664K	0.03%	133