Congress Wealth Management’s Terreno Realty TRNO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$12.6M	Buy	224,820 +303	+0.1%	+$17.3K	0.12%	199
2025 Q1	$14.2M	Buy	224,517 +46,185	+26%	+$3M	0.17%	152
2024 Q4	$10.5M	Buy	178,332 +141,450	+384%	+$8.72M	0.15%	190
2024 Q3	$2.46M	Buy	36,882 +665	+2%	+$44.7K	0.03%	389
2024 Q2	$2.14M	Buy	36,217 +6,681	+23%	+$384K	0.03%	347
2024 Q1	$1.96M	Buy	29,536 +2,824	+11%	+$177K	0.03%	320
2023 Q4	$1.67M	Sell	26,712 -204	-0.8%	-$11.6K	0.03%	337
2023 Q3	$1.53M	Buy	26,916 +1,883	+8%	+$112K	0.03%	331
2023 Q2	$1.5M	Buy	25,033 +1,059	+4%	+$64.6K	0.03%	300
2023 Q1	$1.55M	Buy	23,974 +2,624	+12%	+$164K	0.04%	298
2022 Q4	$1.21M	Buy	21,350 +1,240	+6%	+$69.6K	0.03%	319
2022 Q3	$1.06M	Buy	20,110 +4,034	+25%	+$243K	0.03%	329
2022 Q2	$896K	Buy	16,076 +1,643	+11%	+$108K	0.02%	344
2022 Q1	$1.07M	Buy	+14,433	New	+$1.05M	0.02%	341