WJWM
Williams Jones Wealth Management’s Teleflex TFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,036
| Closed | -$209K | – | 586 |
|
|
2022
Q3 | $209K | Hold |
1,036
| – | – | ﹤0.01% | 502 |
|
|
2022
Q2 | $255K | Hold |
1,036
| – | – | ﹤0.01% | 486 |
|
|
2022
Q1 | $368K | Sell |
1,036
-10
| -1% | -$3.55K | 0.01% | 392 |
|
|
2021
Q4 | $344K | Sell |
1,046
-5
| -0.5% | -$1.64K | ﹤0.01% | 379 |
|
|
2021
Q3 | $396K | Hold |
1,051
| – | – | 0.01% | 348 |
|
|
2021
Q2 | $422K | Buy |
1,051
+15
| +1% | +$6.02K | 0.01% | 343 |
|
|
2021
Q1 | $430K | Sell |
1,036
-500
| -33% | -$208K | 0.01% | 330 |
|
|
2020
Q4 | $632K | Hold |
1,536
| – | – | 0.01% | 267 |
|
|
2020
Q3 | $523K | Buy |
1,536
+96
| +7% | +$32.7K | 0.01% | 262 |
|
|
2020
Q2 | $524K | Hold |
1,440
| – | – | 0.01% | 252 |
|
|
2020
Q1 | $422K | Hold |
1,440
| – | – | 0.01% | 245 |
|
|
2019
Q4 | $542K | Buy |
1,440
+200
| +16% | +$75.3K | 0.01% | 267 |
|
|
2019
Q3 | $421K | Buy |
+1,240
| New | +$421K | 0.01% | 287 |
|