CWM
BBT

Congress Wealth Management’s Beacon Financial Corporation BBT Stock Holding History

Congress Wealth Management’s Portfolio BBT Stock Details BBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$871K Buy
34,797
+18,572
+114% +$465K 0.01% 744
2025
Q1 		$423K Buy
16,225
+875
+6% +$22.8K 0.01% 858
2024
Q4 		$436K Sell
15,350
-6,850
-31% -$195K 0.01% 671
2024
Q3 		$598K Buy
22,200
+11,100
+100% +$299K 0.01% 603
2024
Q2 		$253K Buy
+11,100
New +$253K ﹤0.01% 650