Congress Wealth Management’s Dynatrace DT Stock Holding History

Congress Wealth Management’s Portfolio DT Stock Details DT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$20.7M	Buy
2025 Q1	$11.1M	Sell
2024 Q4	$14.7M	Sell
2024 Q3	$15.1M	Buy
2024 Q2	$9.78M	Buy
2024 Q1	$9.78M	Buy
2023 Q4	$462K	Buy