Physician Wealth Advisors’s Teledyne Technologies TDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$912K Sell
1,780
-2
-0.1% -$1.03K 0.14% 71
2025
Q1
$887K Hold
1,782
0.15% 72
2024
Q4
$827K Sell
1,782
-32
-2% -$14.9K 0.14% 72
2024
Q3
$817K Hold
1,814
0.15% 73
2024
Q2
$732K Buy
1,814
+2
+0.1% +$807 0.13% 77
2024
Q1
$727K Hold
1,812
0.15% 75
2023
Q4
$795K Hold
1,812
0.18% 71
2023
Q3
$744K Hold
1,812
0.19% 65
2023
Q2
$744K Hold
1,812
0.18% 64
2023
Q1
$775K Hold
1,812
0.2% 59
2022
Q4
$744K Buy
1,812
+71
+4% +$29.1K 0.2% 60
2022
Q3
$616K Hold
1,741
0.19% 63
2022
Q2
$685K Hold
1,741
0.2% 63
2022
Q1
$745K Hold
1,741
0.2% 64
2021
Q4
$735K Hold
1,741
0.19% 64
2021
Q3
$748K Hold
1,741
0.21% 63
2021
Q2
$770K Buy
1,741
+39
+2% +$17.2K 0.22% 61
2021
Q1
$716K Hold
1,702
0.23% 60
2020
Q4
$695K Hold
1,702
0.24% 61
2020
Q3
$533K Hold
1,702
0.21% 64
2020
Q2
$560K Hold
1,702
0.23% 61
2020
Q1
$530K Hold
1,702
0.26% 53
2019
Q4
$630K Buy
+1,702
New +$630K 0.28% 51