WKWM
Walter & Keenan Wealth Management’s TE Connectivity TEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Buy |
1,854
+25
| +1% | +$4.22K | 0.09% | 127 |
|
|
2025
Q1 | $258K | Buy |
1,829
+127
| +7% | +$17.9K | 0.08% | 134 |
|
|
2024
Q4 | $243K | Buy |
+1,702
| New | +$243K | 0.07% | 137 |
|
|
2024
Q3 | – | Sell |
-1,699
| Closed | -$256K | – | 153 |
|
|
2024
Q2 | $256K | Hold |
1,699
| – | – | 0.08% | 132 |
|
|
2024
Q1 | $247K | Hold |
1,699
| – | – | 0.08% | 126 |
|
|
2023
Q4 | $239K | Hold |
1,699
| – | – | 0.09% | 132 |
|
|
2023
Q3 | $210K | Hold |
1,699
| – | – | 0.08% | 131 |
|
|
2023
Q2 | $238K | Hold |
1,699
| – | – | 0.09% | 130 |
|
|
2023
Q1 | $223K | Buy |
+1,699
| New | +$223K | 0.08% | 134 |
|
|
2022
Q2 | – | Sell |
-1,699
| Closed | -$223K | – | 147 |
|
|
2022
Q1 | $223K | Hold |
1,699
| – | – | 0.08% | 140 |
|
|
2021
Q4 | $274K | Hold |
1,699
| – | – | 0.09% | 128 |
|
|
2021
Q3 | $233K | Hold |
1,699
| – | – | 0.08% | 142 |
|
|
2021
Q2 | $230K | Sell |
1,699
-2,500
| -60% | -$338K | 0.08% | 133 |
|
|
2021
Q1 | $542K | Buy |
4,199
+1,699
| +68% | +$219K | 0.19% | 93 |
|
|
2020
Q4 | $303K | Sell |
2,500
-1,699
| -40% | -$206K | 0.11% | 118 |
|
|
2020
Q3 | $410K | Hold |
4,199
| – | – | 0.16% | 97 |
|
|
2020
Q2 | $342K | Buy |
+4,199
| New | +$342K | 0.14% | 106 |
|
|
2020
Q1 | – | Sell |
-4,201
| Closed | -$403K | – | 180 |
|
|
2019
Q4 | $403K | Buy |
4,201
+2
| +0% | +$192 | 0.16% | 104 |
|
|
2019
Q3 | $391K | Hold |
4,199
| – | – | 0.15% | 109 |
|
|
2019
Q2 | $402K | Hold |
4,199
| – | – | 0.18% | 98 |
|
|
2019
Q1 | $339K | Hold |
4,199
| – | – | 0.15% | 113 |
|
|
2018
Q4 | $318K | Hold |
4,199
| – | – | 0.14% | 111 |
|
|
2018
Q3 | $369 | Hold |
4,199
| – | – | 0.11% | 111 |
|
|
2018
Q2 | $378K | Hold |
4,199
| – | – | 0.16% | 111 |
|
|
2018
Q1 | $419K | Sell |
4,199
-754
| -15% | -$75.2K | 0.18% | 110 |
|
|
2017
Q4 | $471K | Buy |
4,953
+89
| +2% | +$8.46K | 0.2% | 96 |
|
|
2017
Q3 | $404K | Buy |
4,864
+665
| +16% | +$55.2K | 0.19% | 101 |
|
|
2017
Q2 | $330K | Hold |
4,199
| – | – | 0.17% | 106 |
|
|
2017
Q1 | $313K | Hold |
4,199
| – | – | 0.16% | 107 |
|
|
2016
Q4 | $291K | Hold |
4,199
| – | – | 0.15% | 112 |
|
|
2016
Q3 | $270K | Hold |
4,199
| – | – | 0.15% | 116 |
|
|
2016
Q2 | $240K | Hold |
4,199
| – | – | 0.13% | 119 |
|
|
2016
Q1 | $260K | Hold |
4,199
| – | – | 0.15% | 111 |
|
|
2015
Q4 | $271K | Hold |
4,199
| – | – | 0.16% | 114 |
|
|
2015
Q3 | $251K | Hold |
4,199
| – | – | 0.16% | 116 |
|
|
2015
Q2 | $270K | Hold |
4,199
| – | – | 0.16% | 117 |
|
|
2015
Q1 | $301K | Hold |
4,199
| – | – | 0.17% | 115 |
|
|
2014
Q4 | $266K | Hold |
4,199
| – | – | 0.15% | 116 |
|
|
2014
Q3 | $232K | Hold |
4,199
| – | – | 0.14% | 130 |
|
|
2014
Q2 | $260K | Hold |
4,199
| – | – | 0.14% | 124 |
|
|
2014
Q1 | $253K | Buy |
+4,199
| New | +$253K | 0.14% | 117 |
|