DWM
Diversify Wealth Management’s Rubrik RBRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Buy |
36,269
+1,946
| +6% | +$172K | 0.2% | 138 |
|
|
2025
Q1 | $2.43M | Sell |
34,323
-23,176
| -40% | -$1.64M | 0.18% | 153 |
|
|
2024
Q4 | $3.65M | Buy |
57,499
+1,249
| +2% | +$79.3K | 0.28% | 96 |
|
|
2024
Q3 | $2.12M | Buy |
+56,250
| New | +$2.12M | 0.2% | 128 |
|