Fidelity msci hlth care i shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Fidelity msci hlth care i (FHLC) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Fidelity msci hlth care i
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Quarterly reported holdings in Fidelity msci hlth care i by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.3M | 21k | 63.95 |
| 2025-03-31 | $895k | 13k | 68.37 |
| 2024-12-31 | $762k | 12k | 65.35 |
| 2024-09-30 | $1.1M | 15k | 72.80 |
| 2024-03-31 | $492k | 7.1k | 69.78 |
| 2023-12-31 | $225k | 3.5k | 64.70 |
| 2023-09-30 | $224k | 3.7k | 60.59 |
| 2023-06-30 | $259k | 4.1k | 63.13 |
| 2023-03-31 | $328k | 5.3k | 61.48 |
| 2022-12-31 | $347k | 5.4k | 63.98 |
| 2022-09-30 | $334k | 5.8k | 57.63 |
| 2022-06-30 | $353k | 5.8k | 60.62 |
| 2022-03-31 | $276k | 4.2k | 65.65 |
| 2021-12-31 | $493k | 7.2k | 68.76 |
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