EverSource Wealth Advisors’s Dun & Bradstreet DNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-6,037
| Closed | -$54.9K | – | 4359 |
|
|
2025
Q2 | $54.9K | Buy |
6,037
+5,414
| +869% | +$48.5K | ﹤0.01% | 1560 |
|
|
2025
Q1 | $5.57K | Sell |
623
-1,658
| -73% | -$17K | ﹤0.01% | 2443 |
|
|
2024
Q4 | $28.4K | Sell |
2,281
-373
| -14% | -$4.46K | ﹤0.01% | 1449 |
|
|
2024
Q3 | $30.5K | Buy |
2,654
+121
| +5% | +$1.34K | ﹤0.01% | 1276 |
|
|
2024
Q2 | $27.6K | Buy |
2,533
+914
| +56% | +$8.8K | ﹤0.01% | 1357 |
|
|
2024
Q1 | $14.7K | Buy |
1,619
+11
| +0.7% | +$120 | ﹤0.01% | 1508 |
|
|
2023
Q4 | $18.8K | Buy |
1,608
+365
| +29% | +$3.72K | ﹤0.01% | 1259 |
|
|
2023
Q3 | $12.4K | Sell |
1,243
-116
| -9% | -$1.28K | ﹤0.01% | 1335 |
|
|
2023
Q2 | $15.7K | Buy |
1,359
+251
| +23% | +$2.73K | ﹤0.01% | 1239 |
|
|
2023
Q1 | $13K | Buy |
1,108
+67
| +6% | +$849 | ﹤0.01% | 1260 |
|
|
2022
Q4 | $12.8K | Buy |
+1,041
| New | +$13.4K | ﹤0.01% | 1236 |
|
|
2022
Q1 | – | Sell |
-289
| Closed | -$6K | – | 1744 |
|
|
2021
Q4 | $6K | Buy |
+289
| New | +$5.5K | ﹤0.01% | 1173 |
|
