Congress Wealth Management’s FTI Consulting FCN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Sell |
12,462
-1,439
| -10% | -$232K | 0.02% | 553 |
|
|
2025
Q1 | $2.28M | Sell |
13,901
-29,345
| -68% | -$4.81M | 0.03% | 464 |
|
|
2024
Q4 | $8.27M | Sell |
43,246
-460
| -1% | -$87.9K | 0.11% | 223 |
|
|
2024
Q3 | $9.95M | Buy |
43,706
+111
| +0.3% | +$25.3K | 0.13% | 212 |
|
|
2024
Q2 | $9.4M | Buy |
43,595
+1,018
| +2% | +$219K | 0.15% | 181 |
|
|
2024
Q1 | $8.95M | Buy |
42,577
+331
| +0.8% | +$69.6K | 0.15% | 178 |
|
|
2023
Q4 | $8.41M | Sell |
42,246
-6,047
| -13% | -$1.2M | 0.15% | 176 |
|
|
2023
Q3 | $8.62M | Sell |
48,293
-2,571
| -5% | -$459K | 0.18% | 162 |
|
|
2023
Q2 | $9.67M | Sell |
50,864
-146
| -0.3% | -$27.8K | 0.22% | 136 |
|
|
2023
Q1 | $10.1M | Sell |
51,010
-1,043
| -2% | -$206K | 0.24% | 132 |
|
|
2022
Q4 | $8.27M | Sell |
52,053
-1,578
| -3% | -$251K | 0.21% | 140 |
|
|
2022
Q3 | $8.89M | Sell |
53,631
-7,658
| -12% | -$1.27M | 0.24% | 128 |
|
|
2022
Q2 | $11.1M | Sell |
61,289
-6,376
| -9% | -$1.15M | 0.28% | 92 |
|
|
2022
Q1 | $10.6M | Buy |
67,665
+1,627
| +2% | +$256K | 0.23% | 123 |
|
|
2021
Q4 | $10.1M | Buy |
+66,038
| New | +$10.1M | 0.2% | 145 |
|