CWM
B

Congress Wealth Management’s Barrick Mining Corporation B Stock Holding History

Congress Wealth Management’s Portfolio B Stock Details B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$283K Buy
+13,577
New +$283K ﹤0.01% 1082
2024
Q1 		– Sell
-10,815
Closed -$196K – 603
2023
Q4 		$196K Buy
+10,815
New +$196K ﹤0.01% 599