Congress Wealth Management’s ACI Worldwide ACIW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.42M	Sell	161,542 -2,336	-1%	-$107K	0.07%	310
2025 Q1	$8.97M	Buy	163,878 +5,720	+4%	+$313K	0.11%	227
2024 Q4	$8.21M	Buy	+158,158	New	+$8.21M	0.11%	225