CWM
Congress Wealth Management’s Stride LRN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Sell |
70,865
-90,593
| -56% | -$13.2M | 0.1% | 242 |
|
|
2025
Q1 | $20.4M | Buy |
161,458
+76,260
| +90% | +$9.65M | 0.24% | 103 |
|
|
2024
Q4 | $8.85M | Buy |
85,198
+9,433
| +12% | +$980K | 0.12% | 213 |
|
|
2024
Q3 | $6.46M | Buy |
+75,765
| New | +$6.46M | 0.09% | 261 |
|