Congress Wealth Management’s Ford F Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$730K	Buy
2025 Q1	$615K	Buy
2024 Q4	–	Sell
2024 Q3	$173K	Sell
2024 Q2	$214K	Sell
2024 Q1	$250K	Sell
2023 Q4	$235K	Buy
2023 Q1	–	Sell
2022 Q4	$118K	Buy