Summit Trail 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 | $355K | Buy |
+693
| New | +$355K | 0.01% | 857 |
|
2024
Q4 | – | Sell |
-767
| Closed | -$336K | – | 722 |
|
2024
Q3 | $336K | Buy |
767
+47
| +7% | +$20.6K | 0.01% | 512 |
|
2024
Q2 | $279K | Buy |
720
+27
| +4% | +$10.5K | 0.01% | 511 |
|
2024
Q1 | $298K | Buy |
+693
| New | +$298K | 0.01% | 463 |
|
2023
Q4 | – | Sell |
-562
| Closed | -$230K | – | 590 |
|
2023
Q3 | $230K | Buy |
+562
| New | +$230K | 0.01% | 464 |
|
2018
Q1 | – | Sell |
-1,032
| Closed | -$195K | – | 1520 |
|
2017
Q4 | $195K | Buy |
+1,032
| New | +$195K | 0.02% | 431 |
|