MWM
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Moran Wealth Management’s Donnelley Financial Solutions DFIN Stock Holding History

Moran Wealth Management’s Portfolio DFIN Stock Details DFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.21M Sell
52,072
-8,239
-14% -$508K 0.1% 241
2025
Q1 		$2.64M Buy
+60,311
New +$2.64M 0.09% 249