WANY
Wealthspire Advisors (New York)’s Deutsche Bank DB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-110,330
| Closed | -$1.88M | – | 801 |
|
|
2024
Q4 | $1.88M | Buy |
110,330
+165
| +0.1% | +$2.81K | 0.02% | 255 |
|
|
2024
Q3 | $1.91M | Sell |
110,165
-4,507
| -4% | -$78K | 0.02% | 261 |
|
|
2024
Q2 | $1.83M | Sell |
114,672
-4,673
| -4% | -$74.5K | 0.02% | 217 |
|
|
2024
Q1 | $1.88M | Sell |
119,345
-9,345
| -7% | -$147K | 0.03% | 211 |
|
|
2023
Q4 | $1.74M | Buy |
128,690
+45,849
| +55% | +$621K | 0.02% | 217 |
|
|
2023
Q3 | $910K | Buy |
82,841
+32,841
| +66% | +$361K | 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% | +$339K | 0.02% | 229 |
|
|
2022
Q4 | $885K | Sell |
76,846
-65,714
| -46% | -$757K | 0.02% | 284 |
|
|
2022
Q3 | $1.06M | Buy |
142,560
+70,000
| +96% | +$518K | 0.02% | 220 |
|
|
2022
Q2 | $634K | Sell |
72,560
-24,000
| -25% | -$210K | 0.01% | 287 |
|
|
2022
Q1 | $1.22M | Sell |
96,560
-58,081
| -38% | -$734K | 0.03% | 171 |
|
|
2021
Q4 | $1.93M | Sell |
154,641
-164
| -0.1% | -$2.05K | 0.04% | 151 |
|
|
2021
Q3 | $1.97M | Buy |
+154,805
| New | +$1.97M | 0.04% | 168 |
|
|
2021
Q2 | – | Sell |
-281,541
| Closed | -$3.38M | – | 443 |
|
|
2021
Q1 | $3.38M | Buy |
+281,541
| New | +$3.38M | 0.08% | 115 |
|
|
2020
Q4 | – | Sell |
-519,330
| Closed | -$4.36M | – | 582 |
|
|
2020
Q3 | $4.36M | Buy |
519,330
+3
| +0% | +$25 | 0.26% | 49 |
|
|
2020
Q2 | $4.94M | Sell |
519,327
-6,965
| -1% | -$66.3K | 0.34% | 35 |
|
|
2020
Q1 | $3.38M | Sell |
526,292
-199,714
| -28% | -$1.28M | 0.14% | 83 |
|
|
2019
Q4 | $5.65M | Buy |
+726,006
| New | +$5.65M | 0.41% | 23 |
|