FFM
Forum Financial Management’s Deutsche Bank DB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Hold |
94,166
| – | – | 0.04% | 94 |
|
|
2025
Q1 | $2.24M | Hold |
94,166
| – | – | 0.04% | 106 |
|
|
2024
Q4 | $1.61M | Hold |
94,166
| – | – | 0.03% | 146 |
|
|
2024
Q3 | $1.63M | Hold |
94,166
| – | – | 0.03% | 129 |
|
|
2024
Q2 | $1.5M | Hold |
94,166
| – | – | 0.03% | 131 |
|
|
2024
Q1 | $1.48M | Buy |
94,166
+3,521
| +4% | +$55.5K | 0.03% | 151 |
|
|
2023
Q4 | $1.23M | Buy |
90,645
+10,717
| +13% | +$145K | 0.02% | 141 |
|
|
2023
Q3 | $878K | Hold |
79,928
| – | – | 0.02% | 176 |
|
|
2023
Q2 | $842K | Hold |
79,928
| – | – | 0.02% | 184 |
|
|
2023
Q1 | $816K | Sell |
79,928
-3,964
| -5% | -$40.5K | 0.02% | 166 |
|
|
2022
Q4 | $966K | Hold |
83,892
| – | – | 0.03% | 137 |
|
|
2022
Q3 | $621K | Hold |
83,892
| – | – | 0.03% | 183 |
|
|
2022
Q2 | $733K | Hold |
83,892
| – | – | 0.04% | 159 |
|
|
2022
Q1 | $1.06M | Sell |
83,892
-20
| -0% | -$253 | 0.05% | 118 |
|
|
2021
Q4 | $1.05M | Buy |
+83,912
| New | +$1.05M | 0.05% | 120 |
|