Congress Wealth Management’s Churchill Downs CHDN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,783	Closed	-$642K	–	1183
2025 Q1	$642K	Sell	5,783 -569	-9%	-$68K	0.01%	747
2024 Q4	$848K	Sell	6,352 -87	-1%	-$12.1K	0.01%	545
2024 Q3	$871K	Sell	6,439 -27	-0.4%	-$3.73K	0.01%	537
2024 Q2	$903K	Buy	6,466 +27	+0.4%	+$3.55K	0.01%	445
2024 Q1	$797K	Sell	6,439 -14,979	-70%	-$1.81M	0.01%	394
2023 Q4	$2.89M	Sell	21,418 -974	-4%	-$116K	0.05%	279
2023 Q3	$2.6M	Sell	22,392 -2,208	-9%	-$273K	0.05%	274
2023 Q2	$3.42M	Sell	24,600 -2,940	-11%	-$402K	0.08%	225
2023 Q1	$3.54M	Sell	27,540 -4,084	-13%	-$493K	0.09%	218
2022 Q4	$3.34M	Sell	31,624 -5,422	-15%	-$571K	0.09%	215
2022 Q3	$3.41M	Sell	37,046 -16,530	-31%	-$1.69M	0.09%	217
2022 Q2	$5.13M	Sell	53,576 -8,522	-14%	-$847K	0.13%	181
2022 Q1	$6.89M	Sell	62,098 -452	-0.7%	-$49.7K	0.15%	177
2021 Q4	$7.53M	Buy	+62,550	New	+$7.42M	0.15%	182