CWM
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Congress Wealth Management’s KB Financial Group KB Stock Holding History

Congress Wealth Management’s Portfolio KB Stock Details KB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$431K Sell
5,217
-5,093
-49% -$344K ﹤0.01% 968
2025
Q1 		$558K Sell
10,310
-1,915
-16% -$111K 0.01% 784
2024
Q4 		$696K Sell
12,225
-780
-6% -$50.4K 0.01% 575
2024
Q3 		$803K Buy
13,005
+8,302
+177% +$516K 0.01% 553
2024
Q2 		$266K Sell
4,703
-50
-1% -$2.72K ﹤0.01% 641
2024
Q1 		$247K Buy
+4,753
New +$224K ﹤0.01% 541

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