CWM
CSW
Congress Wealth Management’s CSW Industrials, Inc. CSW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.88M | Sell |
30,965
-746
| -2% | -$214K | 0.09% | 272 |
|
|
2025
Q1 | $9.24M | Sell |
31,711
-2,802
| -8% | -$817K | 0.11% | 221 |
|
|
2024
Q4 | $12.2M | Buy |
34,513
+880
| +3% | +$310K | 0.17% | 174 |
|
|
2024
Q3 | $12.3M | Buy |
33,633
+3,190
| +10% | +$1.17M | 0.16% | 183 |
|
|
2024
Q2 | $8.08M | Buy |
30,443
+1,538
| +5% | +$408K | 0.13% | 200 |
|
|
2024
Q1 | $6.78M | Buy |
28,905
+25,249
| +691% | +$5.92M | 0.12% | 197 |
|
|
2023
Q4 | $758K | Hold |
3,656
| – | – | 0.01% | 414 |
|
|
2023
Q3 | $641K | Sell |
3,656
-15
| -0.4% | -$2.63K | 0.01% | 424 |
|
|
2023
Q2 | $610K | Sell |
3,671
-4
| -0.1% | -$665 | 0.01% | 396 |
|
|
2023
Q1 | $511K | Buy |
+3,675
| New | +$511K | 0.01% | 416 |
|
|
2022
Q4 | – | Sell |
-2,028
| Closed | -$243K | – | 559 |
|
|
2022
Q3 | $243K | Buy |
+2,028
| New | +$243K | 0.01% | 498 |
|