CWM
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Congress Wealth Management’s Deutsche Bank DB Stock Holding History

Congress Wealth Management’s Portfolio DB Stock Details DB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$673K Buy
23,000
+379
+2% +$11.1K 0.01% 825
2025
Q1 		$542K Buy
22,621
+9,777
+76% +$234K 0.01% 795
2024
Q4 		$219K Buy
12,844
+1,065
+9% +$18.2K ﹤0.01% 837
2024
Q3 		$204K Buy
+11,779
New +$204K ﹤0.01% 818