Congress Wealth Management’s WillScot Mobile Mini Holdings WSC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-9,239
| Closed | -$309K | – | 1131 |
|
2024
Q4 | $309K | Sell |
9,239
-1,627
| -15% | -$54.4K | ﹤0.01% | 757 |
|
2024
Q3 | $409K | Sell |
10,866
-221,692
| -95% | -$8.34M | 0.01% | 670 |
|
2024
Q2 | $8.75M | Sell |
232,558
-4,882
| -2% | -$184K | 0.14% | 190 |
|
2024
Q1 | $11M | Buy |
237,440
+55,781
| +31% | +$2.59M | 0.19% | 160 |
|
2023
Q4 | $8.08M | Sell |
181,659
-41,794
| -19% | -$1.86M | 0.15% | 181 |
|
2023
Q3 | $9.29M | Sell |
223,453
-7,014
| -3% | -$292K | 0.19% | 151 |
|
2023
Q2 | $11M | Sell |
230,467
-609
| -0.3% | -$29.1K | 0.26% | 124 |
|
2023
Q1 | $10.8M | Buy |
+231,076
| New | +$10.8M | 0.26% | 117 |
|