FWM
Focused Wealth Management’s DigitalOcean DOCN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,236
| Closed | -$275K | – | 190 |
|
|
2025
Q1 | $275K | Sell |
8,236
-170
| -2% | -$5.68K | 0.04% | 124 |
|
|
2024
Q4 | $286K | Sell |
8,406
-117
| -1% | -$3.99K | 0.04% | 117 |
|
|
2024
Q3 | $344K | Sell |
8,523
-330
| -4% | -$13.3K | 0.04% | 125 |
|
|
2024
Q2 | $308K | Sell |
8,853
-185
| -2% | -$6.43K | 0.04% | 111 |
|
|
2024
Q1 | $345K | Hold |
9,038
| – | – | 0.05% | 100 |
|
|
2023
Q4 | $332K | Sell |
9,038
-275
| -3% | -$10.1K | 0.05% | 96 |
|
|
2023
Q3 | $224K | Sell |
9,313
-175
| -2% | -$4.21K | 0.04% | 127 |
|
|
2023
Q2 | $381K | Sell |
9,488
-475
| -5% | -$19.1K | 0.07% | 90 |
|
|
2023
Q1 | $390K | Buy |
9,963
+175
| +2% | +$6.86K | 0.08% | 87 |
|
|
2022
Q4 | $249K | Buy |
9,788
+665
| +7% | +$16.9K | 0.05% | 117 |
|
|
2022
Q3 | $330K | Sell |
9,123
-400
| -4% | -$14.5K | 0.07% | 96 |
|
|
2022
Q2 | $394K | Buy |
9,523
+1,195
| +14% | +$49.4K | 0.07% | 96 |
|
|
2022
Q1 | $482K | Buy |
8,328
+665
| +9% | +$38.5K | 0.08% | 92 |
|
|
2021
Q4 | $616K | Buy |
7,663
+263
| +4% | +$21.1K | 0.1% | 82 |
|
|
2021
Q3 | $574K | Buy |
7,400
+5,735
| +344% | +$445K | 0.09% | 87 |
|
|
2021
Q2 | $93K | Buy |
+1,665
| New | +$93K | 0.02% | 300 |
|