Congress Wealth Management’s Perma-Fix Environmental Services PESI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$321K	Buy	30,500 +10,000	+49%	+$105K	﹤0.01%	1047
2025 Q1	$149K	Buy	+20,500	New	+$149K	﹤0.01%	1043