Congress Wealth Management’s Illinois Tool Works ITW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.12M	Sell	12,616 -1,789	-12%	-$432K	0.03%	483
2025 Q1	$3.57M	Buy	14,405 +2,159	+18%	+$555K	0.04%	377
2024 Q4	$3.11M	Sell	12,246 -46,835	-79%	-$12.4M	0.04%	350
2024 Q3	$15.5M	Buy	59,081 +879	+2%	+$216K	0.21%	147
2024 Q2	$13.8M	Buy	58,202 +79	+0.1%	+$19.5K	0.22%	134
2024 Q1	$15.6M	Sell	58,123 -1,864	-3%	-$484K	0.27%	104
2023 Q4	$15.7M	Buy	59,987 +1,393	+2%	+$334K	0.29%	89
2023 Q3	$13.5M	Buy	58,594 +3,584	+7%	+$874K	0.28%	92
2023 Q2	$13.8M	Buy	55,010 +311	+0.6%	+$72.8K	0.32%	80
2023 Q1	$13.3M	Buy	54,699 +1,429	+3%	+$333K	0.32%	75
2022 Q4	$11.7M	Buy	53,270 +1,081	+2%	+$230K	0.3%	91
2022 Q3	$9.43M	Buy	52,189 +1,394	+3%	+$275K	0.25%	116
2022 Q2	$9.26M	Sell	50,795 -25	-0%	-$5K	0.24%	129
2022 Q1	$10.6M	Buy	50,820 +1,136	+2%	+$254K	0.23%	122
2021 Q4	$12.3M	Buy	+49,684	New	+$11.5M	0.24%	113