CWM
Congress Wealth Management’s Curtiss-Wright CW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3M | Sell |
43,655
-8,882
| -17% | -$4.34M | 0.21% | 120 |
|
|
2025
Q1 | $16.7M | Sell |
52,537
-3,095
| -6% | -$982K | 0.2% | 131 |
|
|
2024
Q4 | $19.7M | Sell |
55,632
-317
| -0.6% | -$112K | 0.27% | 99 |
|
|
2024
Q3 | $18.4M | Buy |
55,949
+40,472
| +261% | +$13.3M | 0.25% | 112 |
|
|
2024
Q2 | $4.19M | Buy |
15,477
+3,784
| +32% | +$1.03M | 0.07% | 268 |
|
|
2024
Q1 | $2.99M | Sell |
11,693
-859
| -7% | -$220K | 0.05% | 278 |
|
|
2023
Q4 | $2.8M | Buy |
12,552
+1,546
| +14% | +$344K | 0.05% | 282 |
|
|
2023
Q3 | $2.15M | Buy |
11,006
+834
| +8% | +$163K | 0.04% | 294 |
|
|
2023
Q2 | $1.87M | Buy |
10,172
+318
| +3% | +$58.4K | 0.04% | 273 |
|
|
2023
Q1 | $1.74M | Buy |
9,854
+538
| +6% | +$94.8K | 0.04% | 283 |
|
|
2022
Q4 | $1.56M | Buy |
9,316
+843
| +10% | +$141K | 0.04% | 290 |
|
|
2022
Q3 | $1.18M | Buy |
8,473
+1,450
| +21% | +$202K | 0.03% | 322 |
|
|
2022
Q2 | $927K | Buy |
7,023
+777
| +12% | +$103K | 0.02% | 340 |
|
|
2022
Q1 | $938K | Buy |
+6,246
| New | +$938K | 0.02% | 360 |
|