SWM
StoneCrest Wealth Management’s Datadog DDOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,525
| Closed | -$789K | – | 69 |
|
|
2024
Q4 | $789K | Buy |
5,525
+628
| +13% | +$89.7K | 0.52% | 35 |
|
|
2024
Q3 | $563K | Buy |
4,897
+144
| +3% | +$16.6K | 0.41% | 42 |
|
|
2024
Q2 | $616K | Sell |
4,753
-3,157
| -40% | -$409K | 0.47% | 36 |
|
|
2024
Q1 | $978K | Buy |
7,910
+123
| +2% | +$15.2K | 0.85% | 31 |
|
|
2023
Q4 | $945K | Buy |
+7,787
| New | +$945K | 0.91% | 26 |
|