CWM
Congress Wealth Management’s Dynatrace DT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7M | Buy |
374,915
+138,693
| +59% | +$7.66M | 0.2% | 124 |
|
|
2025
Q1 | $11.1M | Sell |
236,222
-35,157
| -13% | -$1.66M | 0.13% | 181 |
|
|
2024
Q4 | $14.7M | Sell |
271,379
-11,692
| -4% | -$635K | 0.2% | 143 |
|
|
2024
Q3 | $15.1M | Buy |
283,071
+64,534
| +30% | +$3.45M | 0.2% | 153 |
|
|
2024
Q2 | $9.78M | Buy |
218,537
+7,881
| +4% | +$353K | 0.16% | 178 |
|
|
2024
Q1 | $9.78M | Buy |
210,656
+202,202
| +2,392% | +$9.39M | 0.17% | 169 |
|
|
2023
Q4 | $462K | Buy |
+8,454
| New | +$462K | 0.01% | 475 |
|