Congress Wealth Management’s Corpay CPAY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,947	Closed	-$682K	–	1222
2025 Q1	$682K	Buy	1,947 +745	+62%	+$261K	0.01%	727
2024 Q4	$407K	Sell	1,202 -14	-1%	-$4.74K	0.01%	690
2024 Q3	$380K	Buy	+1,216	New	+$380K	0.01%	686