Congress Wealth Management’s Curtiss-Wright CW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$21.3M	Sell	43,655 -8,882	-17%	-$3.51M	0.21%	120
2025 Q1	$16.7M	Sell	52,537 -3,095	-6%	-$1.04M	0.2%	131
2024 Q4	$19.7M	Sell	55,632 -317	-0.6%	-$114K	0.27%	99
2024 Q3	$18.4M	Buy	55,949 +40,472	+261%	+$12M	0.25%	112
2024 Q2	$4.19M	Buy	15,477 +3,784	+32%	+$1.01M	0.07%	268
2024 Q1	$2.99M	Sell	11,693 -859	-7%	-$200K	0.05%	278
2023 Q4	$2.8M	Buy	12,552 +1,546	+14%	+$323K	0.05%	282
2023 Q3	$2.15M	Buy	11,006 +834	+8%	+$165K	0.04%	294
2023 Q2	$1.87M	Buy	10,172 +318	+3%	+$54.2K	0.04%	273
2023 Q1	$1.74M	Buy	9,854 +538	+6%	+$91.1K	0.04%	283
2022 Q4	$1.56M	Buy	9,316 +843	+10%	+$140K	0.04%	290
2022 Q3	$1.18M	Buy	8,473 +1,450	+21%	+$206K	0.03%	322
2022 Q2	$927K	Buy	7,023 +777	+12%	+$110K	0.02%	340
2022 Q1	$938K	Buy	+6,246	New	+$889K	0.02%	360