Congress Wealth Management’s NCR Atleos NATL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$262K	Buy	+9,187	New	+$262K	﹤0.01%	1099
2025 Q1	–	Sell	-6,262	Closed	-$212K	–	1102
2024 Q4	$212K	Sell	6,262 -3,650	-37%	-$124K	﹤0.01%	847
2024 Q3	$283K	Hold	9,912	–	–	﹤0.01%	745
2024 Q2	$268K	Buy	+9,912	New	+$268K	﹤0.01%	639