Congress Wealth Management’s Descartes Systems DSGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Sell |
101,566
-22,913
| -18% | -$2.33M | 0.1% | 241 |
|
|
2025
Q1 | $12.6M | Sell |
124,479
-25,727
| -17% | -$2.59M | 0.15% | 170 |
|
|
2024
Q4 | $17.1M | Sell |
150,206
-3,725
| -2% | -$423K | 0.23% | 126 |
|
|
2024
Q3 | $15.8M | Buy |
153,931
+5,988
| +4% | +$617K | 0.21% | 142 |
|
|
2024
Q2 | $14.3M | Buy |
+147,943
| New | +$14.3M | 0.23% | 127 |
|
|
2023
Q1 | – | Sell |
-7,065
| Closed | -$492K | – | 559 |
|
|
2022
Q4 | $492K | Sell |
7,065
-1,160
| -14% | -$80.8K | 0.01% | 408 |
|
|
2022
Q3 | $523K | Buy |
8,225
+49
| +0.6% | +$3.12K | 0.01% | 400 |
|
|
2022
Q2 | $507K | Buy |
+8,176
| New | +$507K | 0.01% | 406 |
|