CWM
Congress Wealth Management’s Cintas CTAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.2M | Sell |
189,394
-17,912
| -9% | -$3.99M | 0.41% | 49 |
|
|
2025
Q1 | $42.6M | Buy |
207,306
+2,169
| +1% | +$446K | 0.51% | 41 |
|
|
2024
Q4 | $37.5M | Buy |
205,137
+2,418
| +1% | +$442K | 0.52% | 43 |
|
|
2024
Q3 | $41.7M | Buy |
202,719
+152,084
| +300% | +$31.3M | 0.56% | 36 |
|
|
2024
Q2 | $35.5M | Buy |
50,635
+1,151
| +2% | +$806K | 0.56% | 33 |
|
|
2024
Q1 | $34M | Buy |
49,484
+13,173
| +36% | +$9.05M | 0.59% | 34 |
|
|
2023
Q4 | $21.9M | Sell |
36,311
-441
| -1% | -$266K | 0.4% | 51 |
|
|
2023
Q3 | $17.7M | Buy |
36,752
+1,091
| +3% | +$525K | 0.37% | 60 |
|
|
2023
Q2 | $17.7M | Buy |
35,661
+535
| +2% | +$266K | 0.41% | 53 |
|
|
2023
Q1 | $16.3M | Buy |
35,126
+437
| +1% | +$202K | 0.39% | 55 |
|
|
2022
Q4 | $15.7M | Sell |
34,689
-138
| -0.4% | -$62.3K | 0.4% | 51 |
|
|
2022
Q3 | $13.5M | Buy |
34,827
+184
| +0.5% | +$71.4K | 0.36% | 59 |
|
|
2022
Q2 | $12.9M | Sell |
34,643
-532
| -2% | -$199K | 0.33% | 68 |
|
|
2022
Q1 | $15M | Sell |
35,175
-32,302
| -48% | -$13.7M | 0.33% | 69 |
|
|
2021
Q4 | $29.9M | Buy |
+67,477
| New | +$29.9M | 0.6% | 39 |
|