CONGRESS WEALTH MANAGEMENT LLC / DE / – Transaction History
CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:
$5.95M
portfolio value
CONGRESS WEALTH MANAGEMENT LLC / DE / quarter portfolio value change:
+17.05%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.19% | 1.89K shares | 1.02M | $97.33 | 61.20K |
| Q2 2022 | share | Decrease | -0.87% | -523 shares | -396K | $83.15 | 59.31K |
| Q1 2022 | share | Increase | 0.00% | 59.84K shares | 5.32M | $89.01 | 59.84K |