Congress Wealth Management’s Heidrick & Struggles HSII Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$490K	Buy	10,700 +5,350	+100%	+$245K	﹤0.01%	934
2025 Q1	$229K	Hold	5,350	–	–	﹤0.01%	1007
2024 Q4	$237K	Sell	5,350 -5,350	-50%	-$237K	﹤0.01%	818
2024 Q3	$416K	Buy	+10,700	New	+$416K	0.01%	665