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