CWM
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Congress Wealth Management’s Saia SAIA Stock Holding History

Congress Wealth Management’s Portfolio SAIA Stock Details SAIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-27,483
Closed -$9.6M – 1210
2025
Q1 		$9.6M Sell
27,483
-4,354
-14% -$1.89M 0.12% 207
2024
Q4 		$14.5M Sell
31,837
-1,219
-4% -$603K 0.2% 147
2024
Q3 		$14.5M Buy
33,056
+104
+0.3% +$44K 0.19% 158
2024
Q2 		$15.6M Buy
32,952
+62
+0.2% +$28.9K 0.25% 115
2024
Q1 		$19.2M Sell
32,890
-7,884
-19% -$4.13M 0.33% 76
2023
Q4 		$17.9M Buy
40,774
+1,684
+4% +$680K 0.33% 72
2023
Q3 		$15.6M Buy
39,090
+384
+1% +$155K 0.32% 69
2023
Q2 		$13.3M Sell
38,706
-7,342
-16% -$2.12M 0.31% 88
2023
Q1 		$12.5M Buy
46,048
+3,867
+9% +$1.03M 0.3% 88
2022
Q4 		$8.84M Sell
42,181
-3,833
-8% -$835K 0.23% 135
2022
Q3 		$8.74M Buy
46,014
+1,611
+4% +$342K 0.24% 134
2022
Q2 		$8.35M Buy
44,403
+484
+1% +$97.2K 0.21% 142
2022
Q1 		$10.7M Buy
+43,919
New +$12.2M 0.23% 119

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