CWM
XYZ

Congress Wealth Management’s Block, Inc. XYZ Stock Holding History

Congress Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,927
Closed -$249K – 1134
2024
Q4 		$249K Buy
+2,927
New +$249K ﹤0.01% 805