Creative Planning’s Dun & Bradstreet DNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Buy |
+56,084
| New | +$510K | ﹤0.01% | 2453 |
|
|
2025
Q1 | – | Sell |
-10,471
| Closed | -$130K | – | 3500 |
|
|
2024
Q4 | $130K | Buy |
+10,471
| New | +$130K | ﹤0.01% | 3085 |
|
|
2023
Q4 | – | Sell |
-11,302
| Closed | -$113K | – | 2798 |
|
|
2023
Q3 | $113K | Sell |
11,302
-444
| -4% | -$4.44K | ﹤0.01% | 2365 |
|
|
2023
Q2 | $136K | Buy |
+11,746
| New | +$136K | ﹤0.01% | 2284 |
|