DWM
Diversify Wealth Management’s Viking Holdings VIK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.9M | Buy |
65,247
+3,916
| +6% | +$234K | 0.24% | 125 |
|
2025
Q1 | $2.52M | Buy |
61,331
+2,915
| +5% | +$120K | 0.19% | 148 |
|
2024
Q4 | $2.55M | Buy |
58,416
+1,960
| +3% | +$85.6K | 0.2% | 134 |
|
2024
Q3 | $2.17M | Buy |
+56,456
| New | +$2.17M | 0.21% | 125 |
|