Congress Wealth Management’s Church & Dwight Co CHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.11M	Buy	11,582 +141	+1%	+$13.9K	0.01%	678
2025 Q1	$1.24M	Sell	11,441 -118,728	-91%	-$12.7M	0.01%	581
2024 Q4	$13.6M	Sell	130,169 -3,401	-3%	-$359K	0.19%	158
2024 Q3	$14M	Sell	133,570 -386	-0.3%	-$39.6K	0.19%	162
2024 Q2	$13.9M	Buy	133,956 +364	+0.3%	+$38.5K	0.22%	132
2024 Q1	$13.9M	Buy	133,592 +838	+0.6%	+$83.8K	0.24%	123
2023 Q4	$12.6M	Buy	132,754 +1,787	+1%	+$164K	0.23%	129
2023 Q3	$12M	Buy	130,967 +1,907	+1%	+$183K	0.25%	115
2023 Q2	$12.9M	Sell	129,060 -1,221	-0.9%	-$115K	0.3%	93
2023 Q1	$11.5M	Buy	130,281 +4,876	+4%	+$407K	0.28%	105
2022 Q4	$10.1M	Sell	125,405 -1,362	-1%	-$105K	0.26%	121
2022 Q3	$9.05M	Sell	126,767 -59	-0%	-$5.09K	0.24%	124
2022 Q2	$11.8M	Sell	126,826 -6,187	-5%	-$584K	0.3%	83
2022 Q1	$13.2M	Buy	133,013 +4,332	+3%	+$432K	0.29%	93
2021 Q4	$13.2M	Buy	+128,681	New	+$11.7M	0.26%	104