Congress Wealth Management’s Precigen PGEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,000
| Closed | -$13.4K | – | 1107 |
|
|
2024
Q4 | $13.4K | Buy |
+12,000
| New | +$13.4K | ﹤0.01% | 871 |
|
|
2024
Q1 | – | Sell |
-12,000
| Closed | -$16.1K | – | 622 |
|
|
2023
Q4 | $16.1K | Buy |
+12,000
| New | +$16.1K | ﹤0.01% | 605 |
|
|
2022
Q3 | – | Sell |
-12,000
| Closed | -$16K | – | 561 |
|
|
2022
Q2 | $16K | Hold |
12,000
| – | – | ﹤0.01% | 549 |
|
|
2022
Q1 | $25K | Hold |
12,000
| – | – | ﹤0.01% | 591 |
|
|
2021
Q4 | $45K | Buy |
+12,000
| New | +$45K | ﹤0.01% | 599 |
|