Congress Wealth Management’s Crane NXT CXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.86M | Buy |
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|
2025
Q1 | $5.85M | Buy |
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|
2024
Q4 | $6.31M | Sell |
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|
2024
Q3 | $6.49M | Buy |
|
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|
2024
Q2 | $6.71M | Buy |
|
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|
2024
Q1 | $5.63M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $212K | Sell |
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|
2023
Q1 | $751K | Sell |
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|
2022
Q4 | $887K | Sell |
|
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|
2022
Q3 | $1.13M | Sell |
|
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|
2022
Q2 | $3.22M | Sell |
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|
2022
Q1 | $6.47M | Buy |
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|
2021
Q4 | $5.76M | Buy |
|