CWM
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Congress Wealth Management’s Spotify SPOT Stock Holding History

Congress Wealth Management’s Portfolio SPOT Stock Details SPOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.29M Buy
1,678
+449
+37% +$345K 0.01% 646
2025
Q1 		$676K Buy
1,229
+237
+24% +$130K 0.01% 730
2024
Q4 		$444K Buy
992
+335
+51% +$150K 0.01% 664
2024
Q3 		$242K Buy
+657
New +$242K ﹤0.01% 782