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Profesionally Managed Portfo shares owned by Congress Asset Management

Quarter-by-quarter ownership of Profesionally Managed Portfo (CSMD) shares owned by Congress Asset Management from 13F filings

Historical chart of Congress Asset Management investment in Profesionally Managed Portfo

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All positions including Profesionally Managed Portfo held by Congress Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Profesionally Managed Portfo by Congress Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 50k 30.11
2023-12-31 $1.3M 50k 26.65
2023-09-30 $970k 40k 24.25

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Top funds holding Profesionally Managed Portfo

Congress Asset Management
Frazier Financial Advisors

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