Empirical Wealth Management’s Descartes Systems DSGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $564K | Sell |
5,548
-200
| -3% | -$20.3K | 0.01% | 400 |
|
|
2025
Q1 | $580K | Sell |
5,748
-15
| -0.3% | -$1.51K | 0.01% | 380 |
|
|
2024
Q4 | $655K | Hold |
5,763
| – | – | 0.02% | 341 |
|
|
2024
Q3 | $593K | Hold |
5,763
| – | – | 0.02% | 341 |
|
|
2024
Q2 | $558K | Hold |
5,763
| – | – | 0.02% | 334 |
|
|
2024
Q1 | $527K | Hold |
5,763
| – | – | 0.02% | 332 |
|
|
2023
Q4 | $484K | Buy |
5,763
+15
| +0.3% | +$1.26K | 0.02% | 323 |
|
|
2023
Q3 | $422K | Sell |
5,748
-59
| -1% | -$4.33K | 0.02% | 327 |
|
|
2023
Q2 | $465K | Buy |
5,807
+59
| +1% | +$4.73K | 0.02% | 323 |
|
|
2023
Q1 | $464K | Hold |
5,748
| – | – | 0.02% | 328 |
|
|
2022
Q4 | $401K | Hold |
5,748
| – | – | 0.02% | 342 |
|
|
2022
Q3 | $365K | Hold |
5,748
| – | – | 0.02% | 344 |
|
|
2022
Q2 | $357K | Buy |
5,748
+3,000
| +109% | +$186K | 0.02% | 354 |
|
|
2022
Q1 | $201K | Hold |
2,748
| – | – | 0.01% | 476 |
|
|
2021
Q4 | $227K | Hold |
2,748
| – | – | 0.01% | 473 |
|
|
2021
Q3 | $223K | Buy |
+2,748
| New | +$223K | 0.01% | 420 |
|