Waverly Advisors’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 | $311K | Buy |
1,844
+88
| +5% | +$14.8K | ﹤0.01% | 950 |
|
|
2025
Q1 | $248K | Buy |
1,756
+253
| +17% | +$35.7K | ﹤0.01% | 991 |
|
|
2024
Q4 | $215K | Buy |
+1,503
| New | +$215K | ﹤0.01% | 904 |
|
|
2018
Q4 | – | Sell |
-3,798
| Closed | -$334K | – | 189 |
|
|
2018
Q3 | $334K | Hold |
3,798
| – | – | 0.05% | 144 |
|
|
2018
Q2 | $342K | Buy |
3,798
+1
| +0% | +$90 | 0.05% | 141 |
|
|
2018
Q1 | $379K | Sell |
3,797
-192
| -5% | -$19.2K | 0.06% | 135 |
|
|
2017
Q4 | $379K | Buy |
3,989
+28
| +0.7% | +$2.66K | 0.05% | 170 |
|
|
2017
Q3 | $329K | Hold |
3,961
| – | – | 0.07% | 172 |
|
|
2017
Q2 | $312K | Hold |
3,961
| – | – | 0.08% | 171 |
|
|
2017
Q1 | $295K | Buy |
+3,961
| New | +$295K | 0.08% | 173 |
|
|
2014
Q4 | – | Sell |
-314
| Closed | -$17K | – | 647 |
|
|
2014
Q3 | $17K | Hold |
314
| – | – | 0.01% | 372 |
|
|
2014
Q2 | $19K | Hold |
314
| – | – | 0.01% | 344 |
|
|
2014
Q1 | $19K | Sell |
314
-3,042
| -91% | -$184K | 0.01% | 331 |
|
|
2013
Q4 | $185K | Buy |
3,356
+314
| +10% | +$17.3K | 0.07% | 159 |
|
|
2013
Q3 | $158K | Buy |
+3,042
| New | +$158K | 0.08% | 116 |
|