OWA
ORBA Wealth Advisors’s Telephone and Data Systems TDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,000
| Closed | -$387K | – | 103 |
|
|
2025
Q1 | $387K | Hold |
10,000
| – | – | 0.2% | 74 |
|
|
2024
Q4 | $341K | Hold |
10,000
| – | – | 0.18% | 78 |
|
|
2024
Q3 | $233K | Hold |
10,000
| – | – | 0.12% | 98 |
|
|
2024
Q2 | $207K | Hold |
10,000
| – | – | 0.11% | 97 |
|
|
2024
Q1 | $160K | Hold |
10,000
| – | – | 0.09% | 96 |
|
|
2023
Q4 | $184K | Buy |
+10,000
| New | +$184K | 0.11% | 91 |
|