Congress Wealth Management’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
48,898
+22,732
| +87% | +$499K | 0.01% | 684 |
|
|
2025
Q1 | $504K | Buy |
26,166
+454
| +2% | +$8.75K | 0.01% | 812 |
|
|
2024
Q4 | $545K | Sell |
25,712
-25,488
| -50% | -$540K | 0.01% | 621 |
|
|
2024
Q3 | $1.02M | Buy |
51,200
+25,600
| +100% | +$512K | 0.01% | 520 |
|
|
2024
Q2 | $478K | Buy |
+25,600
| New | +$478K | 0.01% | 542 |
|