Horst & Graben Wealth Management’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Buy |
16,030
+65
| +0.4% | +$11.3K | 0.46% | 40 |
|
|
2025
Q1 | $2.29M | Buy |
15,965
+3,173
| +25% | +$455K | 0.41% | 42 |
|
|
2024
Q4 | $2.27M | Buy |
12,792
+743
| +6% | +$132K | 0.4% | 39 |
|
|
2024
Q3 | $1.95M | Buy |
12,049
+4,288
| +55% | +$694K | 0.35% | 40 |
|
|
2024
Q2 | $1.18M | Hold |
7,761
| – | – | 0.23% | 52 |
|
|
2024
Q1 | $1.12M | Hold |
7,761
| – | – | 0.23% | 52 |
|
|
2023
Q4 | $1.04M | Hold |
7,761
| – | – | 0.23% | 51 |
|
|
2023
Q3 | $939K | Hold |
7,761
| – | – | 0.23% | 44 |
|
|
2023
Q2 | $884K | Hold |
7,761
| – | – | 0.21% | 49 |
|
|
2023
Q1 | $763K | Hold |
7,761
| – | – | 0.19% | 55 |
|
|
2022
Q4 | $778K | Hold |
7,761
| – | – | 0.2% | 56 |
|
|
2022
Q3 | $770K | Hold |
7,761
| – | – | 0.22% | 55 |
|
|
2022
Q2 | $1.01M | Hold |
7,761
| – | – | 0.27% | 50 |
|
|
2022
Q1 | $1.1M | Hold |
7,761
| – | – | 0.27% | 47 |
|
|
2021
Q4 | $1.37M | Hold |
7,761
| – | – | 0.34% | 41 |
|
|
2021
Q3 | $1.12M | Buy |
7,761
+61
| +0.8% | +$8.81K | 0.31% | 44 |
|
|
2021
Q2 | $1.16M | Hold |
7,700
| – | – | 0.32% | 42 |
|
|
2021
Q1 | $1.08M | Hold |
7,700
| – | – | 0.34% | 42 |
|
|
2020
Q4 | $1.07M | Hold |
7,700
| – | – | 0.37% | 37 |
|
|
2020
Q3 | $1.13M | Hold |
7,700
| – | – | 0.44% | 34 |
|
|
2020
Q2 | $1.09M | Hold |
7,700
| – | – | 0.48% | 29 |
|
|
2020
Q1 | $1.07M | Buy |
+7,700
| New | +$1.07M | 0.56% | 22 |
|