Congress Wealth Management’s CSW Industrials CSW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.88M | Sell |
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|
2025
Q1 | $9.24M | Sell |
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|
2024
Q4 | $12.2M | Buy |
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|
2024
Q3 | $12.3M | Buy |
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|
2024
Q2 | $8.08M | Buy |
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|
2024
Q1 | $6.78M | Buy |
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|
2023
Q4 | $758K | Hold |
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|
2023
Q3 | $641K | Sell |
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|
2023
Q2 | $610K | Sell |
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|
2023
Q1 | $511K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $243K | Buy |
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