DWM
Diversify Wealth Management’s Stevanato STVN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $352K | Sell |
16,139
-893
| -5% | -$19.5K | 0.02% | 428 |
|
2025
Q1 | $358K | Sell |
17,032
-685
| -4% | -$14.4K | 0.03% | 413 |
|
2024
Q4 | $406K | Sell |
17,717
-1,870
| -10% | -$42.9K | 0.03% | 379 |
|
2024
Q3 | $355K | Sell |
19,587
-1,417
| -7% | -$25.7K | 0.03% | 372 |
|
2024
Q2 | $396K | Buy |
+21,004
| New | +$396K | 0.05% | 315 |
|