DWM
Diversify Wealth Management’s Moelis & Co MC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.56M | Buy |
89,189
+12,891
| +17% | +$949K | 0.41% | 60 |
|
|
2025
Q1 | $4.07M | Buy |
76,298
+17,322
| +29% | +$923K | 0.3% | 95 |
|
|
2024
Q4 | $4.21M | Buy |
58,976
+29,220
| +98% | +$2.09M | 0.33% | 77 |
|
|
2024
Q3 | $2.03M | Buy |
29,756
+3,062
| +11% | +$209K | 0.2% | 136 |
|
|
2024
Q2 | $1.59M | Buy |
+26,694
| New | +$1.59M | 0.2% | 116 |
|