CWM
DNB

Congress Wealth Management’s Dun & Bradstreet DNB Stock Holding History

Congress Wealth Management’s Portfolio DNB Stock Details DNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$99.5K Sell
10,950
-18,456
-63% -$168K ﹤0.01% 1164
2025
Q1 		$263K Buy
29,406
+1,406
+5% +$12.6K ﹤0.01% 966
2024
Q4 		$349K Buy
+28,000
New +$349K ﹤0.01% 729