Congress Wealth Management’s Peapack-Gladstone Financial PGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$507K Sell
17,950
-4,104
-19% -$116K ﹤0.01% 923
2025
Q1
$639K Buy
+22,054
New +$639K 0.01% 748