Congress Wealth Management’s Teledyne Technologies TDY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.87M	Sell	3,651 -21,262	-85%	-$10.3M	0.02%	567
2025 Q1	$12.4M	Sell	24,913 -4,043	-14%	-$2M	0.15%	172
2024 Q4	$13.4M	Sell	28,956 -5,866	-17%	-$2.73M	0.18%	161
2024 Q3	$15.2M	Buy	34,822 +1,841	+6%	+$763K	0.2%	150
2024 Q2	$12.8M	Buy	32,981 +582	+2%	+$231K	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%	+$609K	0.27%	104
2023 Q3	$12.7M	Buy	31,137 +688	+2%	+$279K	0.26%	109
2023 Q2	$12.5M	Buy	30,449 +103	+0.3%	+$42.5K	0.29%	101
2023 Q1	$13.6M	Buy	30,346 +588	+2%	+$249K	0.33%	68
2022 Q4	$11.9M	Buy	29,758 +170	+0.6%	+$66.2K	0.31%	88
2022 Q3	$9.98M	Buy	29,588 +1,715	+6%	+$655K	0.27%	103
2022 Q2	$10.5M	Buy	27,873 +58	+0.2%	+$24.2K	0.27%	100
2022 Q1	$13.1M	Buy	27,815 +1,314	+5%	+$565K	0.29%	95
2021 Q4	$11.6M	Buy	+26,501	New	+$11.5M	0.23%	123