Congress Wealth Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53M | Buy |
+7,885
| New | +$3.53M | 0.03% | 451 |
|
|
2025
Q1 | – | Sell |
-27,764
| Closed | -$13.3M | – | 1081 |
|
|
2024
Q4 | $13.3M | Sell |
27,764
-540
| -2% | -$259K | 0.18% | 163 |
|
|
2024
Q3 | $13M | Buy |
28,304
+330
| +1% | +$152K | 0.17% | 175 |
|
|
2024
Q2 | $11.4M | Buy |
27,974
+366
| +1% | +$149K | 0.18% | 156 |
|
|
2024
Q1 | $12.5M | Buy |
27,608
+434
| +2% | +$197K | 0.22% | 140 |
|
|
2023
Q4 | $13M | Buy |
27,174
+543
| +2% | +$259K | 0.24% | 124 |
|
|
2023
Q3 | $11.6M | Buy |
26,631
+683
| +3% | +$299K | 0.24% | 123 |
|
|
2023
Q2 | $10.4M | Buy |
+25,948
| New | +$10.4M | 0.24% | 131 |
|