KWM
Kanen Wealth Management’s Data I/O DAIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Hold |
839,421
| – | – | 0.99% | 16 |
|
|
2025
Q1 | $2.06M | Hold |
839,421
| – | – | 0.83% | 17 |
|
|
2024
Q4 | $2.33M | Hold |
839,421
| – | – | 0.87% | 15 |
|
|
2024
Q3 | $2.16M | Buy |
839,421
+5,000
| +0.6% | +$12.9K | 1.15% | 11 |
|
|
2024
Q2 | $2.3M | Hold |
834,421
| – | – | 1.43% | 13 |
|
|
2024
Q1 | $2.94M | Buy |
834,421
+487,127
| +140% | +$1.71M | 1.87% | 11 |
|
|
2023
Q4 | $1.02M | Sell |
347,294
-459,234
| -57% | -$1.35M | 0.71% | 15 |
|
|
2023
Q3 | $3.07M | Sell |
806,528
-19,893
| -2% | -$75.8K | 2.36% | 11 |
|
|
2023
Q2 | $3.55M | Buy |
826,421
+19,893
| +2% | +$85.3K | 2.35% | 12 |
|
|
2023
Q1 | $4.01M | Buy |
806,528
+414,321
| +106% | +$2.06M | 2.73% | 10 |
|
|
2022
Q4 | $1.56M | Sell |
392,207
-230,912
| -37% | -$917K | 0.8% | 17 |
|
|
2022
Q3 | $1.74M | Sell |
623,119
-185,795
| -23% | -$518K | 1.02% | 20 |
|
|
2022
Q2 | $2.48M | Buy |
808,914
+23,068
| +3% | +$70.8K | 1.35% | 13 |
|
|
2022
Q1 | $3.34M | Buy |
785,846
+192,385
| +32% | +$818K | 0.6% | 16 |
|
|
2021
Q4 | $2.74M | Buy |
593,461
+364,490
| +159% | +$1.68M | 0.95% | 17 |
|
|
2021
Q3 | $1.5M | Buy |
228,971
+20,240
| +10% | +$132K | 0.54% | 17 |
|
|
2021
Q2 | $1.42M | Buy |
+208,731
| New | +$1.42M | 0.32% | 19 |
|