CWM
Congress Wealth Management’s CyberArk CYBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.4M | Sell |
47,628
-4,617
| -9% | -$1.88M | 0.19% | 133 |
|
|
2025
Q1 | $17.7M | Buy |
52,245
+34,165
| +189% | +$11.5M | 0.21% | 121 |
|
|
2024
Q4 | $6.02M | Buy |
18,080
+1,365
| +8% | +$455K | 0.08% | 263 |
|
|
2024
Q3 | $4.87M | Buy |
16,715
+487
| +3% | +$142K | 0.07% | 297 |
|
|
2024
Q2 | $4.44M | Buy |
16,228
+1,430
| +10% | +$391K | 0.07% | 260 |
|
|
2024
Q1 | $3.93M | Buy |
14,798
+581
| +4% | +$154K | 0.07% | 253 |
|
|
2023
Q4 | $3.11M | Buy |
14,217
+263
| +2% | +$57.6K | 0.06% | 269 |
|
|
2023
Q3 | $2.29M | Buy |
13,954
+1,118
| +9% | +$183K | 0.05% | 287 |
|
|
2023
Q2 | $2.01M | Buy |
12,836
+358
| +3% | +$56K | 0.05% | 259 |
|
|
2023
Q1 | $1.85M | Buy |
12,478
+1,207
| +11% | +$179K | 0.04% | 275 |
|
|
2022
Q4 | $1.46M | Buy |
11,271
+1,025
| +10% | +$133K | 0.04% | 295 |
|
|
2022
Q3 | $1.54M | Buy |
10,246
+1,717
| +20% | +$257K | 0.04% | 295 |
|
|
2022
Q2 | $1.09M | Buy |
8,529
+598
| +8% | +$76.6K | 0.03% | 323 |
|
|
2022
Q1 | $1.34M | Buy |
7,931
+1,034
| +15% | +$175K | 0.03% | 322 |
|
|
2021
Q4 | $1.2M | Buy |
+6,897
| New | +$1.2M | 0.02% | 350 |
|