Williams Jones 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 | $559K | Buy |
3,317
+91
| +3% | +$15.3K | 0.01% | 333 |
|
|
2025
Q1 | $456K | Buy |
3,226
+103
| +3% | +$14.6K | 0.01% | 347 |
|
|
2024
Q4 | $446K | Sell |
3,123
-145
| -4% | -$20.7K | 0.01% | 362 |
|
|
2024
Q3 | $493K | Buy |
3,268
+27
| +0.8% | +$4.08K | 0.01% | 363 |
|
|
2024
Q2 | $488K | Hold |
3,241
| – | – | 0.01% | 352 |
|
|
2024
Q1 | $471K | Buy |
3,241
+8
| +0.2% | +$1.16K | 0.01% | 365 |
|
|
2023
Q4 | $454K | Sell |
3,233
-277
| -8% | -$38.9K | 0.01% | 358 |
|
|
2023
Q3 | $434K | Hold |
3,510
| – | – | 0.01% | 361 |
|
|
2023
Q2 | $492K | Sell |
3,510
-50
| -1% | -$7.01K | 0.01% | 347 |
|
|
2023
Q1 | $467K | Hold |
3,560
| – | – | 0.01% | 380 |
|
|
2022
Q4 | $409K | Sell |
3,560
-1
| -0% | -$115 | 0.01% | 394 |
|
|
2022
Q3 | $393K | Hold |
3,561
| – | – | 0.01% | 401 |
|
|
2022
Q2 | $403K | Buy |
3,561
+764
| +27% | +$86.5K | 0.01% | 399 |
|
|
2022
Q1 | $366K | Hold |
2,797
| – | – | 0.01% | 394 |
|
|
2021
Q4 | $451K | Hold |
2,797
| – | – | 0.01% | 345 |
|
|
2021
Q3 | $384K | Sell |
2,797
-13
| -0.5% | -$1.79K | 0.01% | 355 |
|
|
2021
Q2 | $380K | Buy |
2,810
+13
| +0.5% | +$1.76K | 0.01% | 362 |
|
|
2021
Q1 | $361K | Hold |
2,797
| – | – | 0.01% | 351 |
|
|
2020
Q4 | $339K | Hold |
2,797
| – | – | 0.01% | 353 |
|
|
2020
Q3 | $273K | Hold |
2,797
| – | – | 0.01% | 348 |
|
|
2020
Q2 | $228K | Buy |
+2,797
| New | +$228K | ﹤0.01% | 356 |
|
|
2020
Q1 | – | Sell |
-2,170
| Closed | -$208K | – | 432 |
|
|
2019
Q4 | $208K | Buy |
+2,170
| New | +$208K | ﹤0.01% | 408 |
|