Congress Wealth Management’s NCR Voyix VYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,525
| Closed | -$112K | – | 1219 |
|
|
2025
Q1 | $112K | Sell |
11,525
-999
| -8% | -$9.74K | ﹤0.01% | 1049 |
|
|
2024
Q4 | $173K | Sell |
12,524
-19,025
| -60% | -$263K | ﹤0.01% | 861 |
|
|
2024
Q3 | $428K | Buy |
31,549
+11,724
| +59% | +$159K | 0.01% | 658 |
|
|
2024
Q2 | $245K | Buy |
+19,825
| New | +$245K | ﹤0.01% | 658 |
|