CWM
Congress Wealth Management’s Sterling Infrastructure STRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3M | Buy |
92,177
+560
| +0.6% | +$129K | 0.21% | 121 |
|
|
2025
Q1 | $10.4M | Buy |
91,617
+3,165
| +4% | +$358K | 0.12% | 193 |
|
|
2024
Q4 | $14.9M | Sell |
88,452
-28,022
| -24% | -$4.72M | 0.2% | 142 |
|
|
2024
Q3 | $16.9M | Buy |
116,474
+20,424
| +21% | +$2.96M | 0.23% | 131 |
|
|
2024
Q2 | $11.4M | Buy |
96,050
+663
| +0.7% | +$78.5K | 0.18% | 157 |
|
|
2024
Q1 | $10.5M | Sell |
95,387
-6,487
| -6% | -$716K | 0.18% | 166 |
|
|
2023
Q4 | $8.96M | Sell |
101,874
-5,857
| -5% | -$515K | 0.16% | 168 |
|
|
2023
Q3 | $7.92M | Buy |
107,731
+6,054
| +6% | +$445K | 0.16% | 168 |
|
|
2023
Q2 | $5.67M | Buy |
+101,677
| New | +$5.67M | 0.13% | 173 |
|