Congress Wealth Management’s State Street STT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$394K	Buy	3,703 +679	+22%	+$72.2K	﹤0.01%	994
2025 Q1	$271K	Sell	3,024 -108	-3%	-$9.67K	﹤0.01%	962
2024 Q4	$307K	Buy	+3,132	New	+$307K	﹤0.01%	759