CONGRESS WEALTH MANAGEMENT LLC / DE / – First Republic Bank Transaction History
CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:
$18.33M
portfolio value
CONGRESS WEALTH MANAGEMENT LLC / DE / quarter portfolio value change:
-9.47%
quarter
First Republic Bank 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.28% | 4.46K shares | -1.27M | $130.55 | 140.44K |
| Q2 2022 | share | Increase | +1.19% | 1.60K shares | -2.17M | $144.2 | 135.98K |
| Q1 2022 | share | Increase | +1.17% | 1.55K shares | -5.64M | $162.1 | 134.38K |
| Q4 2021 | share | Increase | 0.00% | 132.82K shares | 27.42M | $206.82 | 132.82K |