Congress Wealth Management’s Teleflex TFX Stock Holding History

Congress Wealth Management’s Portfolio TFX Stock Details TFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,390	Closed	-$247K	–	1125
2024 Q4	$247K	Sell	1,390 -98	-7%	-$20.1K	﹤0.01%	806
2024 Q3	$368K	Hold	1,488	–	–	﹤0.01%	695
2024 Q2	$313K	Sell	1,488 -245	-14%	-$51.3K	0.01%	606
2024 Q1	$392K	Sell	1,733 -2,590	-60%	-$615K	0.01%	476
2023 Q4	$1.08M	Sell	4,323 -685	-14%	-$146K	0.02%	383
2023 Q3	$984K	Sell	5,008 -1,849	-27%	-$419K	0.02%	374
2023 Q2	$1.66M	Sell	6,857 -1,202	-15%	-$301K	0.04%	288
2023 Q1	$2.04M	Sell	8,059 -1,052	-12%	-$255K	0.05%	263
2022 Q4	$2.27M	Sell	9,111 -1,990	-18%	-$439K	0.06%	249
2022 Q3	$2.24M	Sell	11,101 -4,284	-28%	-$1.02M	0.06%	263
2022 Q2	$3.78M	Sell	15,385 -1,407	-8%	-$410K	0.1%	215
2022 Q1	$5.96M	Sell	16,792 -116	-0.7%	-$38.2K	0.13%	185
2021 Q4	$5.55M	Buy	+16,908	New	+$5.75M	0.11%	211

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