CWM
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Congress Wealth Management’s Elastic ESTC Stock Holding History

Congress Wealth Management’s Portfolio ESTC Stock Details ESTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.51M Buy
29,794
+2,224
+8% +$188K 0.02% 520
2025
Q1 		$2.46M Buy
+27,570
New +$2.46M 0.03% 451