Robertson Stephens Wealth Management’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 |
-36,942
| Closed | -$336K | – | 540 |
|
|
2025
Q2 | $336K | Hold |
36,942
| – | – | 0.01% | 436 |
|
|
2025
Q1 | $330K | Hold |
36,942
| – | – | 0.01% | 437 |
|
|
2024
Q4 | $460K | Hold |
36,942
| – | – | 0.02% | 371 |
|
|
2024
Q3 | $425K | Hold |
36,942
| – | – | 0.02% | 449 |
|
|
2024
Q2 | $342K | Hold |
36,942
| – | – | 0.02% | 394 |
|
|
2024
Q1 | $371K | Hold |
36,942
| – | – | 0.02% | 393 |
|
|
2023
Q4 | $432K | Sell |
36,942
-14
| -0% | -$143 | 0.03% | 335 |
|
|
2023
Q3 | $369K | Buy |
+36,956
| New | +$408K | 0.02% | 352 |
|
