Congress Wealth Management’s Hologic HOLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-165,797
| Closed | -$13.5M | – | 896 |
|
|
2024
Q3 | $13.5M | Buy |
165,797
+23,280
| +16% | +$1.9M | 0.18% | 168 |
|
|
2024
Q2 | $10.6M | Buy |
142,517
+2,791
| +2% | +$207K | 0.17% | 166 |
|
|
2024
Q1 | $10.9M | Buy |
139,726
+33,809
| +32% | +$2.64M | 0.19% | 162 |
|
|
2023
Q4 | $7.57M | Sell |
105,917
-22,076
| -17% | -$1.58M | 0.14% | 186 |
|
|
2023
Q3 | $8.88M | Sell |
127,993
-247
| -0.2% | -$17.1K | 0.18% | 159 |
|
|
2023
Q2 | $10.4M | Buy |
+128,240
| New | +$10.4M | 0.24% | 132 |
|