MWM
MinichMacGregor Wealth Management’s Descartes Systems DSGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-85,062
| Closed | -$9.66M | – | 130 |
|
|
2024
Q4 | $9.66M | Buy |
85,062
+915
| +1% | +$104K | 2.01% | 16 |
|
|
2024
Q3 | $8.66M | Buy |
84,147
+4,193
| +5% | +$432K | 1.86% | 21 |
|
|
2024
Q2 | $7.74M | Buy |
79,954
+7,897
| +11% | +$765K | 1.89% | 26 |
|
|
2024
Q1 | $6.7M | Buy |
+72,057
| New | +$6.7M | 1.71% | 29 |
|