Congress Wealth Management’s Asbury Automotive ABG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,391
| Closed | -$313K | – | 578 |
|
|
2023
Q4 | $313K | Sell |
1,391
-55,977
| -98% | -$12.6M | 0.01% | 523 |
|
|
2023
Q3 | $13.2M | Buy |
57,368
+555
| +1% | +$128K | 0.27% | 98 |
|
|
2023
Q2 | $13.7M | Sell |
56,813
-6,201
| -10% | -$1.49M | 0.32% | 83 |
|
|
2023
Q1 | $13.2M | Buy |
63,014
+287
| +0.5% | +$60.3K | 0.32% | 76 |
|
|
2022
Q4 | $11.2M | Sell |
62,727
-1,239
| -2% | -$222K | 0.29% | 99 |
|
|
2022
Q3 | $9.67M | Buy |
63,966
+2,934
| +5% | +$443K | 0.26% | 110 |
|
|
2022
Q2 | $10.3M | Sell |
61,032
-1,070
| -2% | -$181K | 0.26% | 102 |
|
|
2022
Q1 | $9.95M | Buy |
62,102
+20,005
| +48% | +$3.2M | 0.22% | 138 |
|
|
2021
Q4 | $7.27M | Buy |
+42,097
| New | +$7.27M | 0.14% | 184 |
|