Congress Wealth Management’s Teradyne TER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $553K | Sell |
6,152
-3,738
| -38% | -$336K | 0.01% | 891 |
|
|
2025
Q1 | $817K | Sell |
9,890
-1,016
| -9% | -$83.9K | 0.01% | 676 |
|
|
2024
Q4 | $1.37M | Buy |
10,906
+5,530
| +103% | +$696K | 0.02% | 465 |
|
|
2024
Q3 | $720K | Sell |
5,376
-31
| -0.6% | -$4.15K | 0.01% | 576 |
|
|
2024
Q2 | $802K | Buy |
5,407
+5
| +0.1% | +$742 | 0.01% | 462 |
|
|
2024
Q1 | $610K | Sell |
5,402
-22
| -0.4% | -$2.48K | 0.01% | 433 |
|
|
2023
Q4 | $589K | Sell |
5,424
-574
| -10% | -$62.3K | 0.01% | 445 |
|
|
2023
Q3 | $603K | Buy |
5,998
+600
| +11% | +$60.3K | 0.01% | 435 |
|
|
2023
Q2 | $601K | Hold |
5,398
| – | – | 0.01% | 398 |
|
|
2023
Q1 | $580K | Hold |
5,398
| – | – | 0.01% | 402 |
|
|
2022
Q4 | $472K | Hold |
5,398
| – | – | 0.01% | 413 |
|
|
2022
Q3 | $406K | Sell |
5,398
-358
| -6% | -$26.9K | 0.01% | 429 |
|
|
2022
Q2 | $515K | Sell |
5,756
-17
| -0.3% | -$1.52K | 0.01% | 404 |
|
|
2022
Q1 | $683K | Buy |
5,773
+67
| +1% | +$7.93K | 0.01% | 401 |
|
|
2021
Q4 | $933K | Buy |
+5,706
| New | +$933K | 0.02% | 375 |
|