RSWM
Robertson Stephens Wealth Management’s TE Connectivity TEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Sell |
3,966
-1,073
| -21% | -$181K | 0.02% | 322 |
|
|
2025
Q1 | $712K | Buy |
5,039
+192
| +4% | +$27.1K | 0.02% | 306 |
|
|
2024
Q4 | $693K | Buy |
4,847
+347
| +8% | +$49.6K | 0.02% | 306 |
|
|
2024
Q3 | $679K | Buy |
4,500
+40
| +0.9% | +$6.04K | 0.02% | 344 |
|
|
2024
Q2 | $671K | Buy |
4,460
+514
| +13% | +$77.3K | 0.03% | 280 |
|
|
2024
Q1 | $573K | Buy |
3,946
+495
| +14% | +$71.9K | 0.03% | 321 |
|
|
2023
Q4 | $485K | Buy |
+3,451
| New | +$485K | 0.03% | 313 |
|
|
2022
Q2 | – | Sell |
-2,185
| Closed | -$286K | – | 411 |
|
|
2022
Q1 | $286K | Sell |
2,185
-706
| -24% | -$92.4K | 0.02% | 320 |
|
|
2021
Q4 | $466K | Buy |
+2,891
| New | +$466K | 0.04% | 263 |
|