CWM
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Congress Wealth Management’s CuriosityStream CURI Stock Holding History

Congress Wealth Management’s Portfolio CURI Stock Details CURI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$643K Sell
114,208
-20,964
-16% -$118K 0.01% 841
2025
Q1 		$377K Buy
+135,172
New +$377K ﹤0.01% 890