Congress Wealth Management’s Glacier Bancorp GBCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-32,630
| Closed | -$1.37M | – | 563 |
|
|
2023
Q1 | $1.37M | Buy |
32,630
+3,223
| +11% | +$135K | 0.03% | 313 |
|
|
2022
Q4 | $1.45M | Buy |
29,407
+3,024
| +11% | +$149K | 0.04% | 296 |
|
|
2022
Q3 | $1.3M | Buy |
26,383
+4,975
| +23% | +$244K | 0.04% | 308 |
|
|
2022
Q2 | $1.02M | Buy |
21,408
+1,592
| +8% | +$75.5K | 0.03% | 334 |
|
|
2022
Q1 | $996K | Buy |
19,816
+2,806
| +16% | +$141K | 0.02% | 353 |
|
|
2021
Q4 | $964K | Buy |
+17,010
| New | +$964K | 0.02% | 372 |
|