Congress Wealth Management’s New Oriental EDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,458	Closed	-$338K	–	883
2024 Q3	$338K	Buy	4,458 +1,716	+63%	+$130K	﹤0.01%	706
2024 Q2	$213K	Sell	2,742 -31	-1%	-$2.41K	﹤0.01%	697
2024 Q1	$241K	Buy	+2,773	New	+$241K	﹤0.01%	545