CAM
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Congress Asset Management’s DoubleVerify DV Stock Holding History

Congress Asset Management’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,160,425
Closed -$61.5M – 362
2024
Q2 		$61.5M Sell
3,160,425
-857,074
-21% -$20.7M 0.44% 85
2024
Q1 		$141M Buy
4,017,499
+3,577,575
+813% +$133M 1.01% 30
2023
Q4 		$16.2M Buy
439,924
+142,566
+48% +$4.44M 0.13% 132
2023
Q3 		$8.31M Sell
297,358
-736
-0.2% -$25.2K 0.07% 174
2023
Q2 		$11.6M Sell
298,094
-2,304
-0.8% -$74.3K 0.1% 158
2023
Q1 		$9.06M Buy
300,398
+14,918
+5% +$391K 0.08% 172
2022
Q4 		$6.27M Buy
285,480
+11,001
+4% +$287K 0.06% 194
2022
Q3 		$7.51M Buy
+274,479
New +$7.08M 0.08% 169

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VBA
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RP
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