Congress Wealth Management’s ICICI Bank IBN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1M Sell
29,803
-30,346
-50% -$1.02M 0.01% 704
2025
Q1
$1.9M Sell
60,149
-8,117
-12% -$256K 0.02% 506
2024
Q4
$2.04M Sell
68,266
-7,345
-10% -$219K 0.03% 411
2024
Q3
$2.26M Sell
75,611
-1,611
-2% -$48.1K 0.03% 402
2024
Q2
$2.22M Sell
77,222
-1,338
-2% -$38.5K 0.04% 342
2024
Q1
$2.07M Sell
78,560
-5,731
-7% -$151K 0.04% 311
2023
Q4
$2.01M Sell
84,291
-517
-0.6% -$12.3K 0.04% 312
2023
Q3
$1.96M Buy
84,808
+3,837
+5% +$88.7K 0.04% 304
2023
Q2
$1.87M Buy
80,971
+52,441
+184% +$1.21M 0.04% 272
2023
Q1
$616K Buy
28,530
+13,909
+95% +$300K 0.01% 393
2022
Q4
$320K Buy
+14,621
New +$320K 0.01% 466
2022
Q1
Sell
-33,324
Closed -$659K 616
2021
Q4
$659K Buy
+33,324
New +$659K 0.01% 425