Diversify Wealth Management, LLC QXO INC Transaction History

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025
Number of Shares
15,817
Previous 16,653 5.02%
Holding current value
$316 Million
Previous $220 Million 43.3%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-836 Reduced 5.02%
15,817 $316 Million
Q1 2025

Apr 30, 2025
BUY
N/A
6,644 Added 66.38%
16,653 $220 Million
Q4 2024

Jan 16, 2025
SELL
N/A
-324 Reduced 3.14%
10,009 $157 Million
Q3 2024

Oct 25, 2024
BUY
N/A
10,333 New
10,333 $156 Million
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