Profesionally Managed Portfo shares owned by Portside Wealth Group
Quarter-by-quarter ownership of Profesionally Managed Portfo (CSMD) shares owned by Portside Wealth Group
from 13F filings
Historical chart of Portside Wealth Group investment in Profesionally Managed Portfo
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Quarterly reported holdings in Profesionally Managed Portfo by Portside Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 42k | 33.31 |
| 2025-06-30 | $917k | 29k | 31.18 |
| 2025-03-31 | $856k | 31k | 27.66 |
| 2024-12-31 | $978k | 33k | 29.92 |
| 2024-09-30 | $1.7M | 57k | 29.91 |
| 2024-06-30 | $1.3M | 46k | 28.66 |