DWM
Diversify Wealth Management’s nCino NCNO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Sell |
12,232
-965
| -7% | -$25.5K | 0.02% | 444 |
|
|
2025
Q1 | $309K | Sell |
13,197
-922
| -7% | -$21.6K | 0.02% | 432 |
|
|
2024
Q4 | $459K | Sell |
14,119
-1,029
| -7% | -$33.5K | 0.04% | 358 |
|
|
2024
Q3 | $569K | Sell |
15,148
-73,531
| -83% | -$2.76M | 0.05% | 298 |
|
|
2024
Q2 | $2.73M | Buy |
+88,679
| New | +$2.73M | 0.34% | 71 |
|