Congress Wealth Management’s Curtiss-Wright CW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$21.3M Sell
2025
Q1
$16.7M Sell
2024
Q4
$19.7M Sell
2024
Q3
$18.4M Buy
2024
Q2
$4.19M Buy
2024
Q1
$2.99M Sell
2023
Q4
$2.8M Buy
2023
Q3
$2.15M Buy
2023
Q2
$1.87M Buy
2023
Q1
$1.74M Buy
2022
Q4
$1.56M Buy
2022
Q3
$1.18M Buy
2022
Q2
$927K Buy
2022
Q1
$938K Buy