Congress Wealth Management’s Morningstar MORN Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.41M	Buy
2025 Q1	$3.98M	Buy
2024 Q4	$3.37M	Buy
2024 Q3	$2.95M	Buy
2024 Q2	$2.63M	Buy
2024 Q1	$2.44M	Buy