Congress Wealth Management’s Cohen & Steers CNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.52M | Sell |
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|
2025
Q1 | $7.04M | Buy |
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|
2024
Q4 | $7.95M | Buy |
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|
2024
Q3 | $7.78M | Buy |
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|
2024
Q2 | $5.76M | Buy |
|
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|
2024
Q1 | $5.72M | Buy |
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|
2023
Q4 | $4.94M | Buy |
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|
2023
Q3 | $3.87M | Buy |
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|
2023
Q2 | $3.32M | Buy |
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|
2023
Q1 | $3.56M | Buy |
|
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|
2022
Q4 | $3.24M | Sell |
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|
2022
Q3 | $3.25M | Buy |
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|
2022
Q2 | $3.28M | Sell |
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|
2022
Q1 | $4.56M | Buy |
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|
2021
Q4 | $4.58M | Buy |
|