Congress Wealth Management’s Main Street Capital MAIN Stock Holding History

Congress Wealth Management’s Portfolio MAIN Stock Details MAIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$317K	Hold
2025 Q1	$304K	Buy
2024 Q4	$313K	Hold
2024 Q3	$268K	Hold
2024 Q2	$270K	Hold
2024 Q1	$253K	Sell
2023 Q4	$263K	Buy
2023 Q3	$239K	Buy
2023 Q2	$206K	Hold
2023 Q1	$203K	Buy