Congress Wealth Management’s Crexendo CXDO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$121K	Sell
2025 Q1	$107K	Sell
2024 Q4	$288K	Buy
2024 Q3	$139K	Hold
2024 Q2	$94.3K	Buy