Congress Wealth Management’s Cactus WHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.52M | Buy |
80,562
+2,574
| +3% | +$113K | 0.03% | 453 |
|
|
2025
Q1 | $3.57M | Buy |
77,988
+16,936
| +28% | +$776K | 0.04% | 376 |
|
|
2024
Q4 | $3.56M | Buy |
61,052
+3,444
| +6% | +$201K | 0.05% | 328 |
|
|
2024
Q3 | $3.44M | Buy |
57,608
+2,060
| +4% | +$123K | 0.05% | 345 |
|
|
2024
Q2 | $2.93M | Buy |
55,548
+5,692
| +11% | +$300K | 0.05% | 306 |
|
|
2024
Q1 | $2.5M | Buy |
49,856
+4,927
| +11% | +$247K | 0.04% | 289 |
|
|
2023
Q4 | $2.04M | Sell |
44,929
-1,381
| -3% | -$62.7K | 0.04% | 309 |
|
|
2023
Q3 | $2.33M | Buy |
46,310
+4,439
| +11% | +$223K | 0.05% | 285 |
|
|
2023
Q2 | $1.77M | Sell |
41,871
-338
| -0.8% | -$14.3K | 0.04% | 282 |
|
|
2023
Q1 | $1.74M | Buy |
42,209
+4,462
| +12% | +$184K | 0.04% | 282 |
|
|
2022
Q4 | $1.9M | Buy |
37,747
+3,524
| +10% | +$177K | 0.05% | 267 |
|
|
2022
Q3 | $1.32M | Buy |
34,223
+5,068
| +17% | +$195K | 0.04% | 306 |
|
|
2022
Q2 | $1.17M | Buy |
29,155
+3,756
| +15% | +$151K | 0.03% | 317 |
|
|
2022
Q1 | $1.44M | Buy |
25,399
+2,610
| +11% | +$148K | 0.03% | 315 |
|
|
2021
Q4 | $869K | Buy |
+22,789
| New | +$869K | 0.02% | 387 |
|