CWM
ALTR

Congress Wealth Management’s Altair Engineering Inc. Class A Common Stock ALTR Stock Holding History

Congress Wealth Management’s Portfolio ALTR Stock Details ALTR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,502
Closed -$273K – 1135
2024
Q4 		$273K Sell
2,502
-450
-15% -$49.1K ﹤0.01% 785
2024
Q3 		$282K Buy
+2,952
New +$282K ﹤0.01% 749