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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Quarterly reported holdings in Profesionally Managed Portfo by Congress Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 75k | 33.31 |
| 2025-06-30 | $2.1M | 67k | 31.18 |
| 2024-12-31 | $1.7M | 55k | 29.92 |
| 2024-09-30 | $1.2M | 40k | 29.91 |
| 2024-06-30 | $1.2M | 40k | 28.66 |
| 2024-03-31 | $1.5M | 50k | 30.11 |
| 2023-12-31 | $1.3M | 50k | 26.65 |
| 2023-09-30 | $970k | 40k | 24.25 |