Congress Wealth Management’s Weatherford International WFRD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-67,077	Closed	-$4.8M	–	1130
2024 Q4	$4.8M	Sell	67,077 -32,789	-33%	-$2.35M	0.07%	285
2024 Q3	$8.48M	Buy	99,866 +141	+0.1%	+$12K	0.11%	232
2024 Q2	$12.2M	Buy	+99,725	New	+$12.2M	0.19%	149