CWM
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Congress Wealth Management’s Ferrari RACE Stock Holding History

Congress Wealth Management’s Portfolio RACE Stock Details RACE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$538K Buy
1,103
+112
+11% +$54.6K 0.01% 902
2025
Q1 		$423K Buy
+991
New +$423K 0.01% 859