Congress Wealth Management’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $624K | Buy |
11,293
+4,622
| +69% | +$255K | 0.01% | 851 |
|
|
2025
Q1 | $359K | Buy |
6,671
+2,575
| +63% | +$139K | ﹤0.01% | 902 |
|
|
2024
Q4 | $265K | Sell |
4,096
-4,685
| -53% | -$303K | ﹤0.01% | 793 |
|
|
2024
Q3 | $736K | Buy |
8,781
+4,596
| +110% | +$385K | 0.01% | 568 |
|
|
2024
Q2 | $305K | Buy |
+4,185
| New | +$305K | ﹤0.01% | 614 |
|