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Congress Wealth Management’s Parsons PSN Stock Holding History

Congress Wealth Management’s Portfolio PSN Stock Details PSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,664
Closed -$1.54M – 1109
2024
Q4 		$1.54M Buy
+16,664
New +$1.7M 0.02% 452
2023
Q3 		– Sell
-12,500
Closed -$602K – 619
2023
Q2 		$602K Sell
12,500
-10,000
-44% -$456K 0.01% 397
2023
Q1 		$1.01M Sell
22,500
-50
-0.2% -$2.2K 0.02% 340
2022
Q4 		$1.04M Sell
22,550
-10,000
-31% -$461K 0.03% 328
2022
Q3 		$1.28M Buy
+32,550
New +$1.35M 0.03% 311

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