WE
Wealth Effects’s DigitalOcean DOCN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
43,450
-4,350
| -9% | -$124K | 0.46% | 42 |
|
|
2025
Q1 | $1.6M | Sell |
47,800
-1,300
| -3% | -$43.4K | 0.67% | 33 |
|
|
2024
Q4 | $1.67M | Sell |
49,100
-1,800
| -4% | -$61.3K | 0.59% | 34 |
|
|
2024
Q3 | $2.06M | Buy |
50,900
+100
| +0.2% | +$4.04K | 0.72% | 28 |
|
|
2024
Q2 | $1.77M | Buy |
50,800
+2,750
| +6% | +$95.6K | 0.64% | 32 |
|
|
2024
Q1 | $1.83M | Buy |
48,050
+1,685
| +4% | +$64.3K | 0.68% | 27 |
|
|
2023
Q4 | $1.7M | Buy |
46,365
+10,820
| +30% | +$397K | 0.64% | 28 |
|
|
2023
Q3 | $854K | Buy |
35,545
+7,790
| +28% | +$187K | 0.42% | 53 |
|
|
2023
Q2 | $1.11M | Buy |
27,755
+475
| +2% | +$19.1K | 0.49% | 46 |
|
|
2023
Q1 | $1.07M | Buy |
27,280
+1,275
| +5% | +$49.9K | 0.55% | 46 |
|
|
2022
Q4 | $662K | Sell |
26,005
-3,650
| -12% | -$93K | 0.38% | 63 |
|
|
2022
Q3 | $1.07M | Buy |
29,655
+9,917
| +50% | +$359K | 0.66% | 35 |
|
|
2022
Q2 | $816K | Buy |
19,738
+5,995
| +44% | +$248K | 0.49% | 51 |
|
|
2022
Q1 | $795K | Buy |
13,743
+9,755
| +245% | +$564K | 0.37% | 62 |
|
|
2021
Q4 | $320K | Buy |
+3,988
| New | +$320K | 0.13% | 139 |
|