Private Wealth Management Group’s Dun & Bradstreet DNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-456
| Closed | -$5.68K | – | 1512 |
|
|
2024
Q4 | $5.68K | Hold |
456
| – | – | ﹤0.01% | 692 |
|
|
2024
Q3 | $5.25K | Hold |
456
| – | – | ﹤0.01% | 715 |
|
|
2024
Q2 | $4.22K | Buy |
456
+399
| +700% | +$3.7K | ﹤0.01% | 766 |
|
|
2024
Q1 | $573 | Hold |
57
| – | – | ﹤0.01% | 1414 |
|
|
2023
Q4 | $667 | Buy |
+57
| New | +$667 | ﹤0.01% | 1397 |
|