Congress Wealth Management’s Comerica CMA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,933	Closed	-$367K	–	1074
2024 Q4	$367K	Buy	+5,933	New	+$367K	0.01%	717
2022 Q1	–	Sell	-5,933	Closed	-$516K	–	598
2021 Q4	$516K	Buy	+5,933	New	+$516K	0.01%	456