Congress Wealth Management’s FTI Consulting FCN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.01M Sell
2025
Q1
$2.28M Sell
2024
Q4
$8.27M Sell
2024
Q3
$9.95M Buy
2024
Q2
$9.4M Buy
2024
Q1
$8.95M Buy
2023
Q4
$8.41M Sell
2023
Q3
$8.62M Sell
2023
Q2
$9.67M Sell
2023
Q1
$10.1M Sell
2022
Q4
$8.27M Sell
2022
Q3
$8.89M Sell
2022
Q2
$11.1M Sell
2022
Q1
$10.6M Buy
2021
Q4
$10.1M Buy