Venturi Wealth Management’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
$2.33M Sell
13,840
-359
-3% -$60.6K 0.12% 107
2025
Q1
$2.01M Buy
14,199
+2,378
+20% +$336K 0.1% 114
2024
Q4
$1.69M Buy
11,821
+5,274
+81% +$754K 0.08% 142
2024
Q3
$989K Buy
6,547
+6,169
+1,632% +$931K 0.05% 196
2024
Q2
$56.9K Buy
378
+263
+229% +$39.6K ﹤0.01% 631
2024
Q1
$16.7K Buy
115
+52
+83% +$7.55K ﹤0.01% 787
2023
Q4
$8.85K Buy
63
+31
+97% +$4.36K ﹤0.01% 895
2023
Q3
$3.95K Buy
+32
New +$3.95K ﹤0.01% 1039
2018
Q2
Sell
-5,000
Closed -$500K 199
2018
Q1
$500K Sell
5,000
-1,000
-17% -$100K 0.1% 137
2017
Q4
$570K Sell
6,000
-1,000
-14% -$95K 0.11% 140
2017
Q3
$587K Sell
7,000
-2,000
-22% -$168K 0.12% 130
2017
Q2
$708K Hold
9,000
0.16% 115
2017
Q1
$658K Hold
9,000
0.15% 113
2016
Q4
$624K Hold
9,000
0.18% 103
2016
Q3
$579K Hold
9,000
0.19% 91
2016
Q2
$514K Buy
9,000
+2,000
+29% +$114K 0.17% 95
2016
Q1
$433K Buy
7,000
+1,000
+17% +$61.9K 0.16% 105
2015
Q4
$388K Buy
+6,000
New +$388K 0.18% 105