CWM
Congress Wealth Management’s Crane Co CR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3M | Buy |
80,512
+458
| +0.6% | +$87K | 0.15% | 168 |
|
|
2025
Q1 | $12.3M | Sell |
80,054
-12,885
| -14% | -$1.97M | 0.15% | 176 |
|
|
2024
Q4 | $14.1M | Sell |
92,939
-12,214
| -12% | -$1.85M | 0.19% | 152 |
|
|
2024
Q3 | $16.6M | Sell |
105,153
-34,655
| -25% | -$5.49M | 0.22% | 134 |
|
|
2024
Q2 | $20.3M | Buy |
139,808
+9,260
| +7% | +$1.34M | 0.32% | 75 |
|
|
2024
Q1 | $17.6M | Sell |
130,548
-99
| -0.1% | -$13.4K | 0.3% | 84 |
|
|
2023
Q4 | $15.4M | Buy |
130,647
+1,670
| +1% | +$197K | 0.28% | 94 |
|
|
2023
Q3 | $11.5M | Buy |
128,977
+2,869
| +2% | +$255K | 0.24% | 125 |
|
|
2023
Q2 | $11.2M | Buy |
+126,108
| New | +$11.2M | 0.26% | 119 |
|