Summit Trail Advisors’s TE Connectivity TEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Buy
7,167
+3,686
+106% +$622K 0.02% 404
2025
Q1
$492K Sell
3,481
-653
-16% -$92.3K 0.02% 253
2024
Q4
$591K Sell
4,134
-270
-6% -$38.6K 0.02% 192
2024
Q3
$665K Buy
4,404
+364
+9% +$55K 0.02% 340
2024
Q2
$608K Buy
4,040
+314
+8% +$47.2K 0.02% 335
2024
Q1
$541K Buy
3,726
+1,312
+54% +$191K 0.01% 320
2023
Q4
$339K Buy
2,414
+451
+23% +$63.4K 0.01% 374
2023
Q3
$242K Buy
+1,963
New +$242K 0.01% 446
2019
Q1
Sell
-4,023
Closed -$304K 129
2018
Q4
$304K Sell
4,023
-26,167
-87% -$1.98M 0.11% 79
2018
Q3
$2.66M Buy
30,190
+22,995
+320% +$2.02M 0.59% 36
2018
Q2
$648K Sell
7,195
-36,200
-83% -$3.26M 0.23% 55
2018
Q1
$2.5M Buy
43,395
+732
+2% +$42.2K 0.43% 47
2017
Q4
$4.3M Buy
+42,663
New +$4.3M 0.54% 34