ACA
Atlas Capital Advisors’s Deutsche Bank DB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $770K | Sell |
26,313
-1,661
| -6% | -$48.6K | 0.09% | 183 |
|
2025
Q1 | $667K | Buy |
27,974
+219
| +0.8% | +$5.22K | 0.08% | 204 |
|
2024
Q4 | $473K | Sell |
27,755
-313
| -1% | -$5.34K | 0.06% | 247 |
|
2024
Q3 | $486K | Sell |
28,068
-13,508
| -32% | -$234K | 0.07% | 222 |
|
2024
Q2 | $663K | Buy |
41,576
+12,328
| +42% | +$197K | 0.09% | 190 |
|
2024
Q1 | $461K | Sell |
29,248
-176
| -0.6% | -$2.78K | 0.07% | 230 |
|
2023
Q4 | $399K | Buy |
29,424
+12,830
| +77% | +$174K | 0.06% | 252 |
|
2023
Q3 | $182K | Hold |
16,594
| – | – | 0.03% | 367 |
|
2023
Q2 | $175K | Hold |
16,594
| – | – | 0.03% | 387 |
|
2023
Q1 | $169K | Buy |
16,594
+1,885
| +13% | +$19.2K | 0.03% | 386 |
|
2022
Q4 | $169K | Hold |
14,709
| – | – | 0.03% | 365 |
|
2022
Q3 | $109K | Sell |
14,709
-14,073
| -49% | -$104K | 0.02% | 434 |
|
2022
Q2 | $252K | Hold |
28,782
| – | – | 0.04% | 327 |
|
2022
Q1 | $364K | Buy |
28,782
+605
| +2% | +$7.65K | 0.06% | 256 |
|
2021
Q4 | $352K | Hold |
28,177
| – | – | 0.05% | 276 |
|
2021
Q3 | $358K | Sell |
28,177
-2,643
| -9% | -$33.6K | 0.06% | 253 |
|
2021
Q2 | $403K | Buy |
30,820
+253
| +0.8% | +$3.31K | 0.07% | 241 |
|
2021
Q1 | $367K | Hold |
30,567
| – | – | 0.07% | 232 |
|
2020
Q4 | $333K | Sell |
30,567
-3,337
| -10% | -$36.4K | 0.07% | 236 |
|
2020
Q3 | $285K | Sell |
33,904
-2,807
| -8% | -$23.6K | 0.07% | 256 |
|
2020
Q2 | $349K | Sell |
36,711
-1,110
| -3% | -$10.6K | 0.08% | 230 |
|
2020
Q1 | $243K | Buy |
+37,821
| New | +$243K | 0.07% | 239 |
|