Venturi Wealth Management’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 | $632K | Sell |
1,234
-584
| -32% | -$299K | 0.03% | 281 |
|
2025
Q1 | $905K | Buy |
1,818
+106
| +6% | +$52.8K | 0.05% | 221 |
|
2024
Q4 | $795K | Sell |
1,712
-42
| -2% | -$19.5K | 0.04% | 241 |
|
2024
Q3 | $768K | Buy |
1,754
+398
| +29% | +$174K | 0.04% | 221 |
|
2024
Q2 | $526K | Buy |
1,356
+789
| +139% | +$306K | 0.03% | 275 |
|
2024
Q1 | $243K | Buy |
567
+2
| +0.4% | +$859 | 0.02% | 333 |
|
2023
Q4 | $252K | Hold |
565
| – | – | 0.02% | 327 |
|
2023
Q3 | $231K | Buy |
+565
| New | +$231K | 0.02% | 314 |
|
2023
Q2 | – | Sell |
-548
| Closed | -$245K | – | 1266 |
|
2023
Q1 | $245K | Hold |
548
| – | – | 0.02% | 296 |
|
2022
Q4 | $219K | Buy |
+548
| New | +$219K | 0.02% | 315 |
|
2022
Q3 | – | Sell |
-548
| Closed | -$206K | – | 343 |
|
2022
Q2 | $206K | Buy |
548
+12
| +2% | +$4.51K | 0.02% | 305 |
|
2022
Q1 | $253K | Hold |
536
| – | – | 0.02% | 305 |
|
2021
Q4 | $234K | Buy |
+536
| New | +$234K | 0.02% | 309 |
|