Congress Wealth Management’s Ultra Clean Holdings UCTT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-115,751
Closed -$3.43M 668
2023
Q3
$3.43M Buy
115,751
+7,472
+7% +$222K 0.07% 253
2023
Q2
$4.16M Buy
108,279
+4,718
+5% +$181K 0.1% 210
2023
Q1
$3.43M Buy
103,561
+22,034
+27% +$731K 0.08% 223
2022
Q4
$2.7M Sell
81,527
-14,967
-16% -$496K 0.07% 235
2022
Q3
$2.49M Buy
96,494
+2,527
+3% +$65.1K 0.07% 253
2022
Q2
$2.8M Buy
93,967
+1,826
+2% +$54.4K 0.07% 247
2022
Q1
$3.91M Buy
+92,141
New +$3.91M 0.09% 237