Congress Wealth Management’s Nutanix NTNX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$273K	Buy	+3,573	New	+$273K	﹤0.01%	1089
2024 Q3	–	Sell	-4,072	Closed	-$232K	–	862
2024 Q2	$232K	Sell	4,072 -4,365	-52%	-$248K	﹤0.01%	668
2024 Q1	$521K	Buy	+8,437	New	+$521K	0.01%	446