Congress Wealth Management’s Floor & Decor FND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,995
Closed -$248K 888
2024
Q3
$248K Buy
+1,995
New +$248K ﹤0.01% 777
2023
Q3
Sell
-124,066
Closed -$12.9M 609
2023
Q2
$12.9M Sell
124,066
-1,178
-0.9% -$122K 0.3% 95
2023
Q1
$12.3M Buy
125,244
+14,965
+14% +$1.47M 0.3% 95
2022
Q4
$7.68M Sell
110,279
-9,817
-8% -$684K 0.2% 148
2022
Q3
$8.44M Buy
120,096
+6,255
+5% +$440K 0.23% 138
2022
Q2
$7.17M Buy
113,841
+1,915
+2% +$121K 0.18% 159
2022
Q1
$9.06M Buy
111,926
+5,781
+5% +$468K 0.2% 153
2021
Q4
$13.8M Buy
+106,145
New +$13.8M 0.27% 94