CWM
Congress Wealth Management’s Broadridge BR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8M | Sell |
81,531
-939
| -1% | -$228K | 0.19% | 128 |
|
|
2025
Q1 | $20M | Buy |
82,470
+5,228
| +7% | +$1.27M | 0.24% | 108 |
|
|
2024
Q4 | $17.5M | Buy |
77,242
+3,151
| +4% | +$712K | 0.24% | 121 |
|
|
2024
Q3 | $15.9M | Sell |
74,091
-77
| -0.1% | -$16.6K | 0.21% | 140 |
|
|
2024
Q2 | $14.6M | Sell |
74,168
-246
| -0.3% | -$48.5K | 0.23% | 124 |
|
|
2024
Q1 | $15.2M | Sell |
74,414
-2,843
| -4% | -$582K | 0.26% | 109 |
|
|
2023
Q4 | $15.9M | Buy |
77,257
+412
| +0.5% | +$84.8K | 0.29% | 86 |
|
|
2023
Q3 | $13.8M | Buy |
76,845
+1,089
| +1% | +$195K | 0.28% | 88 |
|
|
2023
Q2 | $12.5M | Sell |
75,756
-1,560
| -2% | -$258K | 0.29% | 100 |
|
|
2023
Q1 | $11.3M | Buy |
77,316
+4,013
| +5% | +$588K | 0.27% | 109 |
|
|
2022
Q4 | $9.83M | Buy |
73,303
+1,889
| +3% | +$253K | 0.25% | 125 |
|
|
2022
Q3 | $10.3M | Buy |
71,414
+1,360
| +2% | +$196K | 0.28% | 101 |
|
|
2022
Q2 | $9.99M | Buy |
70,054
+36
| +0.1% | +$5.13K | 0.26% | 115 |
|
|
2022
Q1 | $10.9M | Buy |
70,018
+1,016
| +1% | +$158K | 0.24% | 114 |
|
|
2021
Q4 | $12.6M | Buy |
+69,002
| New | +$12.6M | 0.25% | 108 |
|