CONGRESS WEALTH MANAGEMENT LLC / DE / Broadridge Financial Solutions, Inc. Transaction History

CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:

$10.30M
portfolio value

CONGRESS WEALTH MANAGEMENT LLC / DE / quarter portfolio value change:

+1.24%
quarter

Broadridge Financial Solutions, Inc. 13F transactions

Quarter Transaction type Change Relative change Absolute change Change value Avg. price Shares
Q3 2022 share Increase +1.94% 1.36K shares 320K $144.32 71.41K
Q2 2022 share Increase +0.05% 36 shares -917K $142.55 70.05K
Q1 2022 share Increase +1.47% 1.01K shares -1.71M $155.71 70.01K
Q4 2021 share Increase 0.00% 69.00K shares 12.61M $182.87 69.00K