CWM
Congress Wealth Management’s Terreno Realty TRNO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
224,820
+303
| +0.1% | +$17K | 0.12% | 199 |
|
|
2025
Q1 | $14.2M | Buy |
224,517
+46,185
| +26% | +$2.92M | 0.17% | 152 |
|
|
2024
Q4 | $10.5M | Buy |
178,332
+141,450
| +384% | +$8.37M | 0.15% | 190 |
|
|
2024
Q3 | $2.46M | Buy |
36,882
+665
| +2% | +$44.4K | 0.03% | 389 |
|
|
2024
Q2 | $2.14M | Buy |
36,217
+6,681
| +23% | +$395K | 0.03% | 347 |
|
|
2024
Q1 | $1.96M | Buy |
29,536
+2,824
| +11% | +$188K | 0.03% | 320 |
|
|
2023
Q4 | $1.67M | Sell |
26,712
-204
| -0.8% | -$12.8K | 0.03% | 337 |
|
|
2023
Q3 | $1.53M | Buy |
26,916
+1,883
| +8% | +$107K | 0.03% | 331 |
|
|
2023
Q2 | $1.5M | Buy |
25,033
+1,059
| +4% | +$63.6K | 0.03% | 300 |
|
|
2023
Q1 | $1.55M | Buy |
23,974
+2,624
| +12% | +$170K | 0.04% | 298 |
|
|
2022
Q4 | $1.21M | Buy |
21,350
+1,240
| +6% | +$70.5K | 0.03% | 319 |
|
|
2022
Q3 | $1.07M | Buy |
20,110
+4,034
| +25% | +$214K | 0.03% | 329 |
|
|
2022
Q2 | $896K | Buy |
16,076
+1,643
| +11% | +$91.6K | 0.02% | 344 |
|
|
2022
Q1 | $1.07M | Buy |
+14,433
| New | +$1.07M | 0.02% | 341 |
|