Congress Wealth Management’s Parsons PSN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,664
| Closed | -$1.54M | – | 1109 |
|
|
2024
Q4 | $1.54M | Buy |
+16,664
| New | +$1.54M | 0.02% | 452 |
|
|
2023
Q3 | – | Sell |
-12,500
| Closed | -$602K | – | 619 |
|
|
2023
Q2 | $602K | Sell |
12,500
-10,000
| -44% | -$481K | 0.01% | 397 |
|
|
2023
Q1 | $1.01M | Sell |
22,500
-50
| -0.2% | -$2.24K | 0.02% | 340 |
|
|
2022
Q4 | $1.04M | Sell |
22,550
-10,000
| -31% | -$463K | 0.03% | 328 |
|
|
2022
Q3 | $1.28M | Buy |
+32,550
| New | +$1.28M | 0.03% | 311 |
|