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CWM
OGCP
Congress Wealth Management’s
Empire State Realty Series 60
OGCP
Stock Holding History
Congress Wealth Management’s Portfolio
OGCP Stock Details
OGCP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-21,474
Closed
-$215K
–
1106
2024
Q4
$215K
Buy
+21,474
New
+$229K
﹤0.01%
845
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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