Diversify Wealth Management’s Cactus WHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $838K | Buy |
21,216
+4,703
| +28% | +$186K | 0.05% | 300 |
|
|
2025
Q1 | $655K | Buy |
16,513
+4,196
| +34% | +$166K | 0.05% | 308 |
|
|
2024
Q4 | $732K | Buy |
12,317
+3,813
| +45% | +$227K | 0.06% | 270 |
|
|
2024
Q3 | $499K | Buy |
8,504
+1,334
| +19% | +$78.3K | 0.05% | 316 |
|
|
2024
Q2 | $421K | Buy |
+7,170
| New | +$421K | 0.05% | 309 |
|