DWM
Diversify Wealth Management’s Allegion ALLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
8,851
+379
| +4% | +$63.1K | 0.09% | 213 |
|
|
2025
Q1 | $1.17M | Buy |
8,472
+729
| +9% | +$101K | 0.09% | 222 |
|
|
2024
Q4 | $977K | Buy |
7,743
+934
| +14% | +$118K | 0.08% | 224 |
|
|
2024
Q3 | $1.03M | Buy |
6,809
+62
| +0.9% | +$9.35K | 0.1% | 192 |
|
|
2024
Q2 | $862K | Buy |
+6,747
| New | +$862K | 0.11% | 180 |
|