Forum Financial Management’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
Sell
-16,807
Closed -$150K 963
2025
Q1
$150K Buy
16,807
+40
+0.2% +$358 ﹤0.01% 834
2024
Q4
$209K Buy
+16,767
New +$209K ﹤0.01% 828