Congress Wealth Management’s Community Bank CBU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-6,256	Closed	-$386K	–	1072
2024 Q4	$386K	Buy	+6,256	New	+$386K	0.01%	706
2022 Q1	–	Sell	-7,488	Closed	-$558K	–	596
2021 Q4	$558K	Buy	+7,488	New	+$558K	0.01%	447