Waldron Private Wealth’s Telephone and Data Systems TDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Hold |
7,400
| – | – | 0.01% | 267 |
|
|
2025
Q1 | $287K | Sell |
7,400
-3,550
| -32% | -$138K | 0.01% | 251 |
|
|
2024
Q4 | $374K | Hold |
10,950
| – | – | 0.02% | 297 |
|
|
2024
Q3 | $255K | Buy |
10,950
+55
| +0.5% | +$1.28K | 0.01% | 354 |
|
|
2024
Q2 | $226K | Sell |
10,895
-98
| -0.9% | -$2.03K | 0.01% | 374 |
|
|
2024
Q1 | $176K | Hold |
10,993
| – | – | 0.01% | 402 |
|
|
2023
Q4 | $202K | Hold |
10,993
| – | – | 0.01% | 392 |
|
|
2023
Q3 | $201K | Buy |
+10,993
| New | +$201K | 0.01% | 359 |
|
|
2019
Q3 | – | Sell |
-7,400
| Closed | -$224K | – | 272 |
|
|
2019
Q2 | $224K | Hold |
7,400
| – | – | 0.02% | 225 |
|
|
2019
Q1 | $227K | Hold |
7,400
| – | – | 0.03% | 224 |
|
|
2018
Q4 | $240K | Hold |
7,400
| – | – | 0.03% | 182 |
|
|
2018
Q3 | $225K | Hold |
7,400
| – | – | 0.04% | 169 |
|
|
2018
Q2 | $202K | Hold |
7,400
| – | – | 0.04% | 166 |
|
|
2018
Q1 | $207K | Hold |
7,400
| – | – | 0.05% | 160 |
|
|
2017
Q4 | $205K | Sell |
7,400
-189
| -2% | -$5.24K | 0.05% | 160 |
|
|
2017
Q3 | $211K | Hold |
7,589
| – | – | 0.06% | 144 |
|
|
2017
Q2 | $210K | Buy |
+7,589
| New | +$210K | 0.07% | 123 |
|
|
2017
Q1 | – | Sell |
-7,400
| Closed | -$213K | – | 228 |
|
|
2016
Q4 | $213K | Hold |
7,400
| – | – | 0.07% | 125 |
|
|
2016
Q3 | $201K | Hold |
7,400
| – | – | 0.07% | 142 |
|
|
2016
Q2 | $219K | Hold |
7,400
| – | – | 0.08% | 140 |
|
|
2016
Q1 | $222K | Buy |
+7,400
| New | +$222K | 0.08% | 130 |
|