DWM
Drive Wealth Management’s nCino NCNO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $982K | Sell |
35,123
-237
| -0.7% | -$6.63K | 0.22% | 97 |
|
|
2025
Q1 | $971K | Sell |
35,360
-149
| -0.4% | -$4.09K | 0.23% | 93 |
|
|
2024
Q4 | $1.19M | Sell |
35,509
-93,447
| -72% | -$3.14M | 0.29% | 67 |
|
|
2024
Q3 | $4.07M | Sell |
128,956
-5,865
| -4% | -$185K | 1.06% | 15 |
|
|
2024
Q2 | $4.24M | Sell |
134,821
-5,492
| -4% | -$173K | 1.14% | 18 |
|
|
2024
Q1 | $5.24M | Buy |
140,313
+1,535
| +1% | +$57.4K | 1.47% | 15 |
|
|
2023
Q4 | $4.67M | Sell |
138,778
-46
| -0% | -$1.55K | 1.51% | 14 |
|
|
2023
Q3 | $4.41M | Buy |
+138,824
| New | +$4.41M | 1.61% | 12 |
|