Congress Wealth Management’s Charles River Laboratories CRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-54,029
| Closed | -$10.6M | – | 879 |
|
|
2024
Q3 | $10.6M | Sell |
54,029
-529
| -1% | -$104K | 0.14% | 203 |
|
|
2024
Q2 | $11.3M | Buy |
54,558
+242
| +0.4% | +$50K | 0.18% | 160 |
|
|
2024
Q1 | $14.7M | Buy |
54,316
+500
| +0.9% | +$135K | 0.25% | 115 |
|
|
2023
Q4 | $12.7M | Buy |
53,816
+302
| +0.6% | +$71.4K | 0.23% | 128 |
|
|
2023
Q3 | $10.5M | Buy |
53,514
+696
| +1% | +$136K | 0.22% | 135 |
|
|
2023
Q2 | $11.1M | Sell |
52,818
-512
| -1% | -$108K | 0.26% | 120 |
|
|
2023
Q1 | $10.8M | Buy |
53,330
+2,358
| +5% | +$476K | 0.26% | 120 |
|
|
2022
Q4 | $11.1M | Sell |
50,972
-2,121
| -4% | -$462K | 0.29% | 103 |
|
|
2022
Q3 | $10.4M | Buy |
53,093
+2,172
| +4% | +$427K | 0.28% | 97 |
|
|
2022
Q2 | $10.9M | Sell |
50,921
-39
| -0.1% | -$8.35K | 0.28% | 96 |
|
|
2022
Q1 | $14.5M | Buy |
50,960
+726
| +1% | +$206K | 0.32% | 78 |
|
|
2021
Q4 | $18.9M | Buy |
+50,234
| New | +$18.9M | 0.38% | 66 |
|