Congress Wealth Management LLC CANADIAN PACIFIC KANSAS CITY Transaction History

Congress Wealth Management LLC

  • $6.12 Billion
  • Q2 2024
Number of Shares
42,934
Previous 44,954 4.49%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
N/A
-2,020 Reduced 4.49%
42,934 $0
Q1 2024

Apr 18, 2024
SELL
N/A
-8,693 Reduced 16.2%
44,954 $0
Q4 2023

Feb 09, 2024
SELL
N/A
-2,145 Reduced 3.84%
53,647 $0
Q3 2023

Oct 30, 2023
SELL
N/A
-2,476 Reduced 4.25%
55,792 $0
Q2 2023

Jul 13, 2023
BUY
N/A
58,268 New
58,268 $0
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email