CWM
Congress Wealth Management’s nVent Electric NVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Sell |
201,460
-28,412
| -12% | -$2.08M | 0.14% | 175 |
|
|
2025
Q1 | $12M | Sell |
229,872
-21,110
| -8% | -$1.11M | 0.14% | 177 |
|
|
2024
Q4 | $17.1M | Sell |
250,982
-7,111
| -3% | -$485K | 0.24% | 125 |
|
|
2024
Q3 | $18.1M | Sell |
258,093
-4,067
| -2% | -$286K | 0.24% | 116 |
|
|
2024
Q2 | $20.1M | Buy |
262,160
+6,419
| +3% | +$492K | 0.32% | 78 |
|
|
2024
Q1 | $19.3M | Buy |
255,741
+17,416
| +7% | +$1.31M | 0.33% | 75 |
|
|
2023
Q4 | $14.1M | Buy |
238,325
+25,342
| +12% | +$1.5M | 0.26% | 106 |
|
|
2023
Q3 | $11.3M | Buy |
+212,983
| New | +$11.3M | 0.23% | 128 |
|