Wealthspire Advisors (New York)’s Deutsche Bank DB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6,969	Closed	-$269K	–	976
2025 Q4	$269K	Buy	6,969 +6,722	+2,721%	+$243K	﹤0.01%	854
2025 Q3	$8.75K	Buy	+247	New	+$8.42K	﹤0.01%	2083
2025 Q1	–	Sell	-110,330	Closed	-$1.88M	–	801
2024 Q4	$1.88M	Buy	110,330 +165	+0.1%	+$2.84K	0.02%	255
2024 Q3	$1.91M	Sell	110,165 -4,507	-4%	-$72.4K	0.02%	261
2024 Q2	$1.83M	Sell	114,672 -4,673	-4%	-$76.5K	0.02%	217
2024 Q1	$1.88M	Sell	119,345 -9,345	-7%	-$128K	0.03%	211
2023 Q4	$1.74M	Buy	128,690 +45,849	+55%	+$540K	0.02%	217
2023 Q3	$910K	Buy	82,841 +32,841	+66%	+$355K	0.02%	292
2023 Q2	$527K	Sell	50,000 -60,000	-55%	-$632K	0.01%	350
2023 Q1	$1.12M	Buy	110,000 +33,154	+43%	+$396K	0.02%	229
2022 Q4	$885K	Sell	76,846 -65,714	-46%	-$648K	0.02%	284
2022 Q3	$1.05M	Buy	142,560 +70,000	+96%	+$595K	0.02%	220
2022 Q2	$634K	Sell	72,560 -24,000	-25%	-$256K	0.01%	287
2022 Q1	$1.22M	Sell	96,560 -58,081	-38%	-$772K	0.03%	171
2021 Q4	$1.93M	Sell	154,641 -164	-0.1%	-$2.09K	0.04%	151
2021 Q3	$1.97M	Buy	+154,805	New	+$1.94M	0.04%	168
2021 Q2	–	Sell	-281,541	Closed	-$3.38M	–	443
2021 Q1	$3.38M	Buy	+281,541	New	+$3.29M	0.08%	115
2020 Q4	–	Sell	-519,330	Closed	-$4.36M	–	582
2020 Q3	$4.36M	Buy	519,330 +3	+0%	+$28	0.26%	49
2020 Q2	$4.94M	Sell	519,327 -6,965	-1%	-$54K	0.35%	36
2020 Q1	$3.38M	Sell	526,292 -199,714	-28%	-$1.66M	0.14%	83
2019 Q4	$5.65M	Buy	+726,006	New	+$5.45M	0.41%	23