PROFESIONALLY MANAGED PORTFO - CONGRESS LRG CAP (CAML)

Historical Portfolio Holders from Q3 2023 to Q4 2024

All holders as of September 30, 2024
Q3 2024
Type / Class
Equity / CONGRESS LRG CAP
Shares, excl. options Q3 2024
7.03M
Holdings value Q3 2024
$232M
Value change Q3 2024
+$35.1M
Grand Portfolio weight change Q3 2024
+0%
Number of holders
7
Number of buys Q3 2024
2
Number of sells Q3 2024
0
Average buys Q3 2024 %
+0%
Average sells Q3 2024 %
0
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q4 7.82M $266M +$28.4M $33.95 2
2024 Q3 7.03M $232M +$35.1M $33.04 7
2024 Q2 5.97M $191M +$52.4M $31.98 6
2024 Q1 4.33M $134M +$8.34M $30.86 5
2023 Q4 28.7K $790K -$200K $27.56 3
2023 Q3 40K $989K +$989K $24.72 1