Congress Wealth Management’s Credicorp BAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,854
| Closed | -$345K | – | 1180 |
|
|
2025
Q1 | $345K | Sell |
1,854
-343
| -16% | -$63.9K | ﹤0.01% | 913 |
|
|
2024
Q4 | $403K | Sell |
2,197
-137
| -6% | -$25.1K | 0.01% | 691 |
|
|
2024
Q3 | $422K | Sell |
2,334
-11
| -0.5% | -$1.99K | 0.01% | 661 |
|
|
2024
Q2 | $378K | Sell |
2,345
-20
| -0.8% | -$3.23K | 0.01% | 574 |
|
|
2024
Q1 | $401K | Buy |
2,365
+180
| +8% | +$30.5K | 0.01% | 474 |
|
|
2023
Q4 | $328K | Buy |
+2,185
| New | +$328K | 0.01% | 516 |
|