CWM
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Congress Wealth Management’s DoubleVerify DV Stock Holding History

Congress Wealth Management’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-384,611
Closed -$7.49M – 848
2024
Q2 		$7.49M Sell
384,611
-73,168
-16% -$1.77M 0.12% 204
2024
Q1 		$16.1M Buy
457,779
+446,544
+3,975% +$16.6M 0.28% 98
2023
Q4 		$413K Sell
11,235
-250
-2% -$7.79K 0.01% 491
2023
Q3 		$321K Hold
11,485
– – 0.01% 514
2023
Q2 		$447K Hold
11,485
– – 0.01% 431
2023
Q1 		$346K Buy
+11,485
New +$301K 0.01% 467
2022
Q4 		– Sell
-11,850
Closed -$325K – 562
2022
Q3 		$325K Buy
+11,850
New +$306K 0.01% 461

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