Congress Asset Management’s Cactus WHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3M | Buy |
351,043
+28,576
| +9% | +$1.25M | 0.11% | 157 |
|
|
2025
Q1 | $14.8M | Buy |
322,467
+37,781
| +13% | +$1.73M | 0.11% | 156 |
|
|
2024
Q4 | $16.6M | Buy |
284,686
+36,567
| +15% | +$2.13M | 0.11% | 151 |
|
|
2024
Q3 | $14.8M | Buy |
248,119
+37,084
| +18% | +$2.21M | 0.1% | 158 |
|
|
2024
Q2 | $11.1M | Buy |
211,035
+36,358
| +21% | +$1.92M | 0.08% | 176 |
|
|
2024
Q1 | $8.75M | Buy |
174,677
+47,037
| +37% | +$2.36M | 0.06% | 191 |
|
|
2023
Q4 | $5.79M | Buy |
127,640
+24,517
| +24% | +$1.11M | 0.05% | 225 |
|
|
2023
Q3 | $5.18M | Buy |
103,123
+19,733
| +24% | +$991K | 0.05% | 215 |
|
|
2023
Q2 | $3.53M | Buy |
83,390
+3,560
| +4% | +$151K | 0.03% | 246 |
|
|
2023
Q1 | $3.29M | Buy |
79,830
+2,727
| +4% | +$112K | 0.03% | 246 |
|
|
2022
Q4 | $3.88M | Buy |
77,103
+11,998
| +18% | +$603K | 0.04% | 233 |
|
|
2022
Q3 | $2.5M | Buy |
65,105
+10,675
| +20% | +$410K | 0.03% | 249 |
|
|
2022
Q2 | $2.19M | Buy |
54,430
+4,130
| +8% | +$166K | 0.02% | 269 |
|
|
2022
Q1 | $2.85M | Buy |
50,300
+2,578
| +5% | +$146K | 0.02% | 261 |
|
|
2021
Q4 | $1.82M | Buy |
47,722
+6,885
| +17% | +$263K | 0.01% | 290 |
|
|
2021
Q3 | $1.54M | Buy |
40,837
+6,589
| +19% | +$248K | 0.01% | 286 |
|
|
2021
Q2 | $1.26M | Buy |
+34,248
| New | +$1.26M | 0.01% | 300 |
|