Wallace Advisory Group’s Teradata TDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,571
| Closed | -$205K | – | 191 |
|
|
2025
Q1 | $205K | Buy |
+6,571
| New | +$205K | 0.14% | 175 |
|
|
2024
Q4 | – | Sell |
-6,522
| Closed | -$225K | – | 196 |
|
|
2024
Q3 | $225K | Sell |
6,522
-228
| -3% | -$7.88K | 0.16% | 161 |
|
|
2024
Q2 | $233K | Sell |
6,750
-391
| -5% | -$13.5K | 0.17% | 157 |
|
|
2024
Q1 | $311K | Buy |
7,141
+594
| +9% | +$25.8K | 0.23% | 116 |
|
|
2023
Q4 | $295K | Sell |
6,547
-720
| -10% | -$32.4K | 0.23% | 109 |
|
|
2023
Q3 | $388K | Sell |
7,267
-226
| -3% | -$12.1K | 0.28% | 97 |
|
|
2023
Q2 | $302K | Hold |
7,493
| – | – | 0.23% | 112 |
|
|
2023
Q1 | $302K | Buy |
7,493
+414
| +6% | +$16.7K | 0.23% | 112 |
|
|
2022
Q4 | $238K | Buy |
+7,079
| New | +$238K | 0.19% | 127 |
|