AWM
Aprio Wealth Management’s Deutsche Bank DB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $696K | Sell |
23,761
-1,247
| -5% | -$36.5K | 0.08% | 147 |
|
|
2025
Q1 | $596K | Buy |
25,008
+5,870
| +31% | +$140K | 0.07% | 157 |
|
|
2024
Q4 | $326K | Buy |
19,138
+4,197
| +28% | +$71.6K | 0.05% | 195 |
|
|
2024
Q3 | $259K | Buy |
14,941
+255
| +2% | +$4.41K | 0.04% | 220 |
|
|
2024
Q2 | $234K | Buy |
14,686
+604
| +4% | +$9.63K | 0.04% | 215 |
|
|
2024
Q1 | $222K | Buy |
14,082
+1,050
| +8% | +$16.6K | 0.04% | 199 |
|
|
2023
Q4 | $177K | Buy |
13,032
+2,973
| +30% | +$40.3K | 0.04% | 190 |
|
|
2023
Q3 | $111K | Buy |
+10,059
| New | +$111K | 0.03% | 171 |
|