Congress Wealth Management’s AdvanSix ASIX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.05M	Buy	44,057 +30,081	+215%	+$714K	0.01%	695
2025 Q1	$317K	Buy	13,976 +303	+2%	+$6.86K	﹤0.01%	925
2024 Q4	$390K	Sell	13,673 -30,982	-69%	-$883K	0.01%	700
2024 Q3	$1.36M	Buy	44,655 +13,585	+44%	+$413K	0.02%	470
2024 Q2	$712K	Buy	+31,070	New	+$712K	0.01%	480