Congress Wealth Management’s CyberArk CYBR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$19.4M	Sell	47,628 -4,617	-9%	-$1.68M	0.19%	133
2025 Q1	$17.7M	Buy	52,245 +34,165	+189%	+$12.3M	0.21%	121
2024 Q4	$6.02M	Buy	18,080 +1,365	+8%	+$415K	0.08%	263
2024 Q3	$4.87M	Buy	16,715 +487	+3%	+$132K	0.07%	297
2024 Q2	$4.44M	Buy	16,228 +1,430	+10%	+$351K	0.07%	260
2024 Q1	$3.93M	Buy	14,798 +581	+4%	+$144K	0.07%	253
2023 Q4	$3.11M	Buy	14,217 +263	+2%	+$48.8K	0.06%	269
2023 Q3	$2.29M	Buy	13,954 +1,118	+9%	+$180K	0.05%	287
2023 Q2	$2.01M	Buy	12,836 +358	+3%	+$51.3K	0.05%	259
2023 Q1	$1.85M	Buy	12,478 +1,207	+11%	+$169K	0.04%	275
2022 Q4	$1.46M	Buy	11,271 +1,025	+10%	+$148K	0.04%	295
2022 Q3	$1.54M	Buy	10,246 +1,717	+20%	+$245K	0.04%	295
2022 Q2	$1.09M	Buy	8,529 +598	+8%	+$86.4K	0.03%	323
2022 Q1	$1.34M	Buy	7,931 +1,034	+15%	+$157K	0.03%	322
2021 Q4	$1.2M	Buy	+6,897	New	+$1.21M	0.02%	353