Congress Wealth Management’s Commault Systems CVLT Stock Holding History

Congress Wealth Management’s Portfolio CVLT Stock Details CVLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$16.4M	Sell
2025 Q1	$14.9M	Buy
2024 Q4	$13.4M	Buy
2024 Q3	$12.2M	Buy
2024 Q2	$7.45M	Buy