DWM
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Darwin Wealth Management’s Factset FDS Stock Holding History

Darwin Wealth Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$10.8K Hold
24
– – ﹤0.01% 349
2025
Q1 		$11.6K Hold
24
– – ﹤0.01% 361
2024
Q4 		$11.6K Hold
24
– – ﹤0.01% 361
2024
Q3 		$11.1K Buy
+24
New +$11.1K ﹤0.01% 376