Congress Wealth Management’s Churchill Downs CHDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,783
| Closed | -$642K | – | 1183 |
|
|
2025
Q1 | $642K | Sell |
5,783
-569
| -9% | -$63.2K | 0.01% | 747 |
|
|
2024
Q4 | $848K | Sell |
6,352
-87
| -1% | -$11.6K | 0.01% | 545 |
|
|
2024
Q3 | $871K | Sell |
6,439
-27
| -0.4% | -$3.65K | 0.01% | 537 |
|
|
2024
Q2 | $903K | Buy |
6,466
+27
| +0.4% | +$3.77K | 0.01% | 445 |
|
|
2024
Q1 | $797K | Sell |
6,439
-14,979
| -70% | -$1.85M | 0.01% | 394 |
|
|
2023
Q4 | $2.89M | Sell |
21,418
-974
| -4% | -$131K | 0.05% | 279 |
|
|
2023
Q3 | $2.6M | Sell |
22,392
-2,208
| -9% | -$256K | 0.05% | 274 |
|
|
2023
Q2 | $3.42M | Sell |
24,600
-2,940
| -11% | -$409K | 0.08% | 225 |
|
|
2023
Q1 | $3.54M | Sell |
27,540
-4,084
| -13% | -$525K | 0.09% | 218 |
|
|
2022
Q4 | $3.34M | Sell |
31,624
-5,422
| -15% | -$573K | 0.09% | 215 |
|
|
2022
Q3 | $3.41M | Sell |
37,046
-16,530
| -31% | -$1.52M | 0.09% | 217 |
|
|
2022
Q2 | $5.13M | Sell |
53,576
-8,522
| -14% | -$816K | 0.13% | 181 |
|
|
2022
Q1 | $6.89M | Sell |
62,098
-452
| -0.7% | -$50.1K | 0.15% | 177 |
|
|
2021
Q4 | $7.53M | Buy |
+62,550
| New | +$7.53M | 0.15% | 181 |
|