Congress Wealth Management’s DoubleVerify DV Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell
2024 Q2	$7.49M	Sell
2024 Q1	$16.1M	Buy
2023 Q4	$413K	Sell
2023 Q3	$321K	Hold
2023 Q2	$447K	Hold
2023 Q1	$346K	Buy
2022 Q4	–	Sell
2022 Q3	$325K	Buy