Congress Wealth Management’s Calix CALX Stock Holding History

Congress Wealth Management’s Portfolio CALX Stock Details CALX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$11M	Sell
2025 Q1	$7.37M	Buy
2024 Q4	$5.25M	Sell
2024 Q3	$9.57M	Buy
2024 Q2	$6.75M	Buy
2024 Q1	$5.83M	Buy
2023 Q4	$5.45M	Sell
2023 Q3	$7.04M	Buy
2023 Q2	$5.51M	Buy
2023 Q1	$4.56M	Buy