Congress Wealth Management’s Pinduoduo PDD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,005
Closed -$237K 1208
2025
Q1
$237K Buy
+2,005
New +$237K ﹤0.01% 997
2024
Q4
Sell
-2,630
Closed -$355K 913
2024
Q3
$355K Sell
2,630
-2,766
-51% -$373K ﹤0.01% 700
2024
Q2
$717K Sell
5,396
-66
-1% -$8.78K 0.01% 479
2024
Q1
$635K Buy
5,462
+1,290
+31% +$150K 0.01% 426
2023
Q4
$610K Buy
+4,172
New +$610K 0.01% 442