Congress Wealth Management’s Global Payments GPN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$231K	Sell	2,881 -5,052	-64%	-$400K	﹤0.01%	1119
2025 Q1	$780K	Buy	7,933 +5,043	+174%	+$528K	0.01%	688
2024 Q4	$324K	Buy	2,890 +560	+24%	+$61.2K	﹤0.01%	747
2024 Q3	$239K	Buy	2,330 +25	+1%	+$2.6K	﹤0.01%	787
2024 Q2	$223K	Buy	+2,305	New	+$254K	﹤0.01%	679
2023 Q4	–	Sell	-4,264	Closed	-$492K	–	635
2023 Q3	$492K	Hold	4,264	–	–	0.01%	461
2023 Q2	$420K	Hold	4,264	–	–	0.01%	438
2023 Q1	$449K	Buy	4,264 +2,178	+104%	+$236K	0.01%	432
2022 Q4	$207K	Sell	2,086 -2,328	-53%	-$243K	0.01%	534
2022 Q3	$478K	Hold	4,414	–	–	0.01%	411
2022 Q2	$489K	Buy	4,414 +2,378	+117%	+$301K	0.01%	412
2022 Q1	$278K	Sell	2,036 -101	-5%	-$14.1K	0.01%	526
2021 Q4	$288K	Buy	+2,137	New	+$295K	0.01%	544