WAM
DMS

Worth Asset Management’s Digital Media Solutions, Inc. DMS Stock Holding History

Worth Asset Management’s Portfolio DMS Stock Details DMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-33
Closed -$165 – 465
2023
Q2 		$165 Hold
33
– – ﹤0.01% 444
2023
Q1 		$560 Hold
33
– – ﹤0.01% 454
2022
Q4 		$670 Hold
33
– – ﹤0.01% 437
2022
Q3 		$1K Hold
33
– – ﹤0.01% 446
2022
Q2 		$1K Hold
33
– – ﹤0.01% 521
2022
Q1 		$1K Buy
+33
New +$1.99K ﹤0.01% 529

Worth Asset Management's DMS Position: Q3 2023 in Review

Worth Asset Management sold out of Digital Media Solutions, Inc. (DMS) in Q3 2023, closing a stake of 33 shares — an estimated $165 sold.

Worth Asset Management first reported a position in DMS in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 0 funds tracked by Wall St. Rank hold DMS as of Q3 2023.

  • Worth Asset Management reported no remaining Digital Media Solutions, Inc. position as of Q3 2023 after selling out during the quarter.
  • Worth Asset Management sold 33 Digital Media Solutions, Inc. shares in Q3 2023, an estimated $165.
  • Worth Asset Management first reported a position in Digital Media Solutions, Inc. in Q1 2022 and held it in 6 quarters.
  • Worth Asset Management's Digital Media Solutions, Inc. position peaked at $1K in Q3 2022.
  • 0 funds tracked by Wall St. Rank held Digital Media Solutions, Inc. as of Q3 2023.

Based on Worth Asset Management's 13F filing for Q3 2023, filed 11 Oct 2023.