Congress Wealth Management’s Box BOX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.61M	Sell	252,032 -980	-0.4%	-$33.5K	0.08%	277
2025 Q1	$7.81M	Buy	253,012 +25,445	+11%	+$785K	0.09%	248
2024 Q4	$7.19M	Buy	227,567 +33,395	+17%	+$1.06M	0.1%	237
2024 Q3	$6.36M	Buy	+194,172	New	+$6.36M	0.08%	264