Congress Wealth Management’s The AZEK Co AZEK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$895K	Sell	16,473 -98,671	-86%	-$4.95M	0.01%	737
2025 Q1	$5.63M	Buy	115,144 +19,826	+21%	+$939K	0.07%	313
2024 Q4	$4.52M	Buy	95,318 +6,073	+7%	+$290K	0.06%	297
2024 Q3	$4.18M	Buy	89,245 +2,298	+3%	+$98.5K	0.06%	319
2024 Q2	$3.66M	Buy	86,947 +6,557	+8%	+$303K	0.06%	287
2024 Q1	$4.04M	Buy	80,390 +2,157	+3%	+$94K	0.07%	249
2023 Q4	$2.99M	Buy	78,233 +2,826	+4%	+$88.1K	0.06%	274
2023 Q3	$2.24M	Buy	75,407 +16,229	+27%	+$510K	0.05%	289
2023 Q2	$1.79M	Buy	59,178 +2,280	+4%	+$59K	0.04%	280
2023 Q1	$1.34M	Buy	56,898 +6,944	+14%	+$164K	0.03%	314
2022 Q4	$1.02M	Buy	49,954 +1,486	+3%	+$27.5K	0.03%	332
2022 Q3	$805K	Buy	48,468 +14,346	+42%	+$273K	0.02%	351
2022 Q2	$571K	Buy	34,122 +6,428	+23%	+$132K	0.01%	387
2022 Q1	$689K	Buy	+27,694	New	+$871K	0.02%	399