Congress Wealth Management’s ICF International ICFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,288	Closed	-$273K	–	1092
2024 Q4	$273K	Sell	2,288 -52,253	-96%	-$7.82M	﹤0.01%	787
2024 Q3	$9.1M	Buy	54,541 +739	+1%	+$114K	0.12%	224
2024 Q2	$7.99M	Buy	53,802 +1,787	+3%	+$258K	0.13%	201
2024 Q1	$7.84M	Buy	52,015 +1,974	+4%	+$286K	0.14%	189
2023 Q4	$6.71M	Buy	50,041 +2,395	+5%	+$315K	0.12%	195
2023 Q3	$5.76M	Buy	47,646 +2,262	+5%	+$282K	0.12%	198
2023 Q2	$5.65M	Sell	45,384 -760	-2%	-$87.7K	0.13%	174
2023 Q1	$5.06M	Buy	46,144 +2,159	+5%	+$225K	0.12%	185
2022 Q4	$4.36M	Sell	43,985 -1,483	-3%	-$162K	0.11%	193
2022 Q3	$4.96M	Sell	45,468 -504	-1%	-$50.7K	0.13%	180
2022 Q2	$4.37M	Sell	45,972 -1,583	-3%	-$154K	0.11%	197
2022 Q1	$4.48M	Buy	47,555 +1,820	+4%	+$171K	0.1%	219
2021 Q4	$4.69M	Buy	+45,735	New	+$4.6M	0.09%	231