CWM
Congress Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Sell |
44,467
-30,785
| -41% | -$8.4M | 0.12% | 210 |
|
|
2025
Q1 | $20.2M | Buy |
75,252
+8,764
| +13% | +$2.36M | 0.24% | 106 |
|
|
2024
Q4 | $22.2M | Sell |
66,488
-1,772
| -3% | -$592K | 0.31% | 84 |
|
|
2024
Q3 | $18.7M | Buy |
68,260
+16,747
| +33% | +$4.58M | 0.25% | 108 |
|
|
2024
Q2 | $13.2M | Buy |
51,513
+2,905
| +6% | +$747K | 0.21% | 139 |
|
|
2024
Q1 | $14.6M | Buy |
48,608
+42,177
| +656% | +$12.7M | 0.25% | 116 |
|
|
2023
Q4 | $1.69M | Buy |
6,431
+1,078
| +20% | +$284K | 0.03% | 334 |
|
|
2023
Q3 | $1.09M | Buy |
5,353
+1,779
| +50% | +$361K | 0.02% | 366 |
|
|
2023
Q2 | $755K | Sell |
3,574
-368
| -9% | -$77.7K | 0.02% | 371 |
|
|
2023
Q1 | $788K | Buy |
3,942
+72
| +2% | +$14.4K | 0.02% | 369 |
|
|
2022
Q4 | $513K | Sell |
3,870
-1,615
| -29% | -$214K | 0.01% | 402 |
|
|
2022
Q3 | $790K | Buy |
5,485
+105
| +2% | +$15.1K | 0.02% | 354 |
|
|
2022
Q2 | $888K | Sell |
5,380
-343
| -6% | -$56.6K | 0.02% | 346 |
|
|
2022
Q1 | $1.22M | Buy |
5,723
+57
| +1% | +$12.1K | 0.03% | 330 |
|
|
2021
Q4 | $1.44M | Buy |
+5,666
| New | +$1.44M | 0.03% | 330 |
|