CWM
Congress Wealth Management’s SPS Commerce SPSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.65M | Sell |
48,828
-77,379
| -61% | -$10.5M | 0.06% | 330 |
|
|
2025
Q1 | $16.8M | Sell |
126,207
-11,766
| -9% | -$1.56M | 0.2% | 130 |
|
|
2024
Q4 | $25.4M | Sell |
137,973
-5,581
| -4% | -$1.03M | 0.35% | 72 |
|
|
2024
Q3 | $27.9M | Buy |
143,554
+2,624
| +2% | +$510K | 0.37% | 63 |
|
|
2024
Q2 | $26.5M | Buy |
140,930
+541
| +0.4% | +$102K | 0.42% | 50 |
|
|
2024
Q1 | $26M | Sell |
140,389
-1,564
| -1% | -$289K | 0.45% | 51 |
|
|
2023
Q4 | $27.5M | Sell |
141,953
-348
| -0.2% | -$67.5K | 0.51% | 44 |
|
|
2023
Q3 | $24.3M | Buy |
142,301
+3,064
| +2% | +$523K | 0.5% | 43 |
|
|
2023
Q2 | $26.7M | Sell |
139,237
-4,323
| -3% | -$830K | 0.62% | 33 |
|
|
2023
Q1 | $21.9M | Sell |
143,560
-448
| -0.3% | -$68.2K | 0.53% | 38 |
|
|
2022
Q4 | $18.5M | Sell |
144,008
-10,089
| -7% | -$1.3M | 0.48% | 47 |
|
|
2022
Q3 | $19.1M | Sell |
154,097
-5,575
| -3% | -$693K | 0.52% | 39 |
|
|
2022
Q2 | $18.1M | Sell |
159,672
-7,055
| -4% | -$798K | 0.46% | 49 |
|
|
2022
Q1 | $21.9M | Buy |
166,727
+3,395
| +2% | +$445K | 0.48% | 52 |
|
|
2021
Q4 | $23.2M | Buy |
+163,332
| New | +$23.2M | 0.46% | 54 |
|