Congress Wealth Management’s Teledyne Technologies TDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Sell |
3,651
-21,262
| -85% | -$10.9M | 0.02% | 567 |
|
|
2025
Q1 | $12.4M | Sell |
24,913
-4,043
| -14% | -$2.01M | 0.15% | 172 |
|
|
2024
Q4 | $13.4M | Sell |
28,956
-5,866
| -17% | -$2.72M | 0.18% | 161 |
|
|
2024
Q3 | $15.2M | Buy |
34,822
+1,841
| +6% | +$806K | 0.2% | 150 |
|
|
2024
Q2 | $12.8M | Buy |
32,981
+582
| +2% | +$226K | 0.2% | 141 |
|
|
2024
Q1 | $13.9M | Sell |
32,399
-256
| -0.8% | -$110K | 0.24% | 124 |
|
|
2023
Q4 | $14.6M | Buy |
32,655
+1,518
| +5% | +$677K | 0.27% | 104 |
|
|
2023
Q3 | $12.7M | Buy |
31,137
+688
| +2% | +$281K | 0.26% | 109 |
|
|
2023
Q2 | $12.5M | Buy |
30,449
+103
| +0.3% | +$42.3K | 0.29% | 101 |
|
|
2023
Q1 | $13.6M | Buy |
30,346
+588
| +2% | +$263K | 0.33% | 68 |
|
|
2022
Q4 | $11.9M | Buy |
29,758
+170
| +0.6% | +$68K | 0.31% | 88 |
|
|
2022
Q3 | $9.98M | Buy |
29,588
+1,715
| +6% | +$579K | 0.27% | 103 |
|
|
2022
Q2 | $10.5M | Buy |
27,873
+58
| +0.2% | +$21.8K | 0.27% | 100 |
|
|
2022
Q1 | $13.1M | Buy |
27,815
+1,314
| +5% | +$621K | 0.29% | 95 |
|
|
2021
Q4 | $11.6M | Buy |
+26,501
| New | +$11.6M | 0.23% | 122 |
|