Congress Wealth Management’s Cedar Fair FUN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.69M	Hold	55,450	–	–	0.02%	587
2025 Q1	$1.98M	Sell	55,450 -20	-0%	-$713	0.02%	494
2024 Q4	$2.67M	Buy	55,470 +2,020	+4%	+$97.3K	0.04%	369
2024 Q3	$2.15M	Buy	+53,450	New	+$2.15M	0.03%	411