DWM
Diversify Wealth Management’s Nomura Holdings NMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,951
| Closed | -$66.5K | – | 539 |
|
|
2024
Q4 | $66.5K | Sell |
11,951
-103,204
| -90% | -$574K | 0.01% | 509 |
|
|
2024
Q3 | $583K | Buy |
115,155
+10,179
| +10% | +$51.5K | 0.06% | 293 |
|
|
2024
Q2 | $523K | Buy |
+104,976
| New | +$523K | 0.07% | 264 |
|