CWM
ME

Congress Wealth Management’s 23andMe Holding Co. Class A Common Stock ME Stock Holding History

Congress Wealth Management’s Portfolio ME Stock Details ME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,318
Closed -$106K – 584
2023
Q1 		$106K Hold
2,318
– – ﹤0.01% 548
2022
Q4 		$100K Hold
2,318
– – ﹤0.01% 552
2022
Q3 		$133K Hold
2,318
– – ﹤0.01% 536
2022
Q2 		$115K Buy
+2,318
New +$115K ﹤0.01% 543