Diversify Wealth Management, LLC LAM RESEARCH CORP Transaction History

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025
Number of Shares
65,757
Previous 66,446 1.04%
Holding current value
$10.6 Billion
Previous $7 Billion 51.57%
% of portfolio
0.61%
Previous 0.43%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
N/A
-689 Reduced 1.04%
65,757 $10.6 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
6,241 Added 10.37%
66,446 $7 Billion
Q1 2025

Apr 30, 2025
BUY
N/A
8,719 Added 16.93%
60,205 $4.27 Billion
Q4 2024

Jan 16, 2025
BUY
N/A
51,486 New
51,486 $3.84 Billion
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