DWM
Diversify Wealth Management’s FTI Consulting FCN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
7,250
+1,054
| +17% | +$174K | 0.07% | 249 |
|
|
2025
Q1 | $1.02M | Buy |
6,196
+593
| +11% | +$97.4K | 0.08% | 241 |
|
|
2024
Q4 | $1.08M | Buy |
5,603
+860
| +18% | +$166K | 0.08% | 206 |
|
|
2024
Q3 | $1.09M | Buy |
4,743
+132
| +3% | +$30.3K | 0.1% | 189 |
|
|
2024
Q2 | $992K | Buy |
+4,611
| New | +$992K | 0.12% | 161 |
|