CWM
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Congress Wealth Management’s Kellanova K Stock Holding History

Congress Wealth Management’s Portfolio K Stock Details K Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$710K Sell
8,920
-1,719
-16% -$137K 0.01% 811
2025
Q1 		$878K Buy
+10,639
New +$878K 0.01% 665