CWM
Congress Wealth Management’s Green Brick Partners GRBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Buy |
+3,550
| New | +$223K | ﹤0.01% | 1128 |
|
|
2025
Q1 | – | Sell |
-3,729
| Closed | -$211K | – | 1089 |
|
|
2024
Q4 | $211K | Sell |
3,729
-371
| -9% | -$21K | ﹤0.01% | 851 |
|
|
2024
Q3 | $342K | Hold |
4,100
| – | – | ﹤0.01% | 704 |
|
|
2024
Q2 | $235K | Buy |
+4,100
| New | +$235K | ﹤0.01% | 666 |
|
|
2023
Q3 | – | Sell |
-4,000
| Closed | -$227K | – | 610 |
|
|
2023
Q2 | $227K | Buy |
+4,000
| New | +$227K | 0.01% | 519 |
|