Venturi Wealth Management’s Teledyne Technologies TDY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$463K	Buy	+766	New	+$478K	0.02%	361
2025 Q4	–	Sell	-1,098	Closed	-$643K	–	633
2025 Q3	$643K	Sell	1,098 -136	-11%	-$74.5K	0.03%	282
2025 Q2	$632K	Sell	1,234 -584	-32%	-$282K	0.03%	281
2025 Q1	$905K	Buy	1,818 +106	+6%	+$52.4K	0.05%	222
2024 Q4	$795K	Sell	1,712 -42	-2%	-$19.6K	0.04%	241
2024 Q3	$768K	Buy	1,754 +398	+29%	+$165K	0.04%	221
2024 Q2	$526K	Buy	1,356 +789	+139%	+$312K	0.03%	275
2024 Q1	$243K	Buy	567 +2	+0.4%	+$858	0.02%	333
2023 Q4	$252K	Hold	565	–	–	0.02%	327
2023 Q3	$231K	Buy	+565	New	+$229K	0.02%	315
2023 Q2	–	Sell	-548	Closed	-$245K	–	1267
2023 Q1	$245K	Hold	548	–	–	0.02%	296
2022 Q4	$219K	Buy	+548	New	+$213K	0.02%	315
2022 Q3	–	Sell	-548	Closed	-$206K	–	343
2022 Q2	$206K	Buy	548 +12	+2%	+$5K	0.02%	305
2022 Q1	$253K	Hold	536	–	–	0.02%	306
2021 Q4	$234K	Buy	+536	New	+$233K	0.02%	310