Congress Asset Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $769K | Sell |
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|
2024
Q4 | $111M | Sell |
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|
2024
Q3 | $114M | Sell |
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|
2024
Q2 | $102M | Sell |
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|
2024
Q1 | $117M | Sell |
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|
2023
Q4 | $128M | Buy |
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|
2023
Q3 | $117M | Buy |
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|
2023
Q2 | $106M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $276K | Sell |
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|
2017
Q4 | $81.4M | Buy |
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|
2017
Q3 | $73.8M | Buy |
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|
2017
Q2 | $65.3M | Buy |
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|
2017
Q1 | $55.5M | Buy |
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|
2016
Q4 | $49.4M | Buy |
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|
2016
Q3 | $40.5M | Buy |
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|
2016
Q2 | $36.7M | Buy |
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|
2016
Q1 | $30M | Buy |
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|
2015
Q4 | $28.4M | Buy |
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|
2015
Q3 | $26.9M | Buy |
|