Phillips Wealth Planners’s TE Connectivity TEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,820
Closed -$256K 190
2024
Q4
$256K Sell
1,820
-9
-0.5% -$1.27K 0.26% 137
2024
Q3
$265K Sell
1,829
-24
-1% -$3.48K 0.25% 146
2024
Q2
$284K Sell
1,853
-64
-3% -$9.83K 0.3% 126
2024
Q1
$274K Sell
1,917
-261
-12% -$37.3K 0.31% 125
2023
Q4
$284K Sell
2,178
-1,166
-35% -$152K 0.34% 105
2023
Q3
$399K Buy
3,344
+14
+0.4% +$1.67K 0.54% 67
2023
Q2
$467K Buy
3,330
+7
+0.2% +$981 0.61% 57
2023
Q1
$409K Buy
+3,323
New +$409K 0.54% 67