DWM
Diversify Wealth Management’s Domo DOMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $711K | Buy |
48,932
+25,735
| +111% | +$374K | 0.04% | 321 |
|
|
2025
Q1 | $176K | Buy |
23,197
+2,705
| +13% | +$20.5K | 0.01% | 498 |
|
|
2024
Q4 | $139K | Hold |
20,492
| – | – | 0.01% | 501 |
|
|
2024
Q3 | $155K | Hold |
20,492
| – | – | 0.01% | 457 |
|
|
2024
Q2 | $156K | Buy |
+20,492
| New | +$156K | 0.02% | 423 |
|