Congress Wealth Management’s ChampionX CHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,695
| Closed | -$372K | – | 1073 |
|
|
2024
Q4 | $372K | Sell |
13,695
-3,866
| -22% | -$105K | 0.01% | 716 |
|
|
2024
Q3 | $529K | Sell |
17,561
-3,317
| -16% | -$100K | 0.01% | 629 |
|
|
2024
Q2 | $693K | Sell |
20,878
-345,321
| -94% | -$11.5M | 0.01% | 485 |
|
|
2024
Q1 | $13.1M | Buy |
366,199
+5,918
| +2% | +$212K | 0.23% | 132 |
|
|
2023
Q4 | $10.5M | Buy |
360,281
+2,880
| +0.8% | +$84.1K | 0.19% | 152 |
|
|
2023
Q3 | $12.7M | Buy |
357,401
+8,585
| +2% | +$306K | 0.26% | 107 |
|
|
2023
Q2 | $10.8M | Buy |
348,816
+338,857
| +3,403% | +$10.5M | 0.25% | 129 |
|
|
2023
Q1 | $270K | Hold |
9,959
| – | – | 0.01% | 498 |
|
|
2022
Q4 | $289K | Buy |
+9,959
| New | +$289K | 0.01% | 485 |
|
|
2022
Q3 | – | Sell |
-11,321
| Closed | -$225K | – | 551 |
|
|
2022
Q2 | $225K | Buy |
11,321
+3,056
| +37% | +$60.7K | 0.01% | 516 |
|
|
2022
Q1 | $202K | Buy |
+8,265
| New | +$202K | ﹤0.01% | 582 |
|