Number of Shares
149,500.00
Current Holdings Value*
$7.75 Mil
% of Portfolio
0.82%
Total Estimate Gain
$-38,870.00
% of Total Estimate Gain
-0.50%

W.G. Shaheen & Associates DBA Whitney & Co's DCMB Holding Summary

As of 2025-03-31, W.G. Shaheen & Associates DBA Whitney & Co held 149,500.00 shares of DCMB(DCMB), totaling $7.75 Mil. This investment constitutes 0.82% of their stock portfolio, and W.G. Shaheen & Associates DBA Whitney & Co now holds -% of the outstanding DCMB(DCMB) stock.

The initial trade took place in 2025Q1. And since then W.G. Shaheen & Associates DBA Whitney & Co has made 1 purchases of DCMB, at an average price of $51.64, for a total of 149,500.00 shares. Based on historical transaction data and DCMB's current price of $51.38, W.G. Shaheen & Associates DBA Whitney & Co's estimated gain on his DCMB holdings is $-38,870.00, reflecting a -0.50% gain to date.

W.G. Shaheen & Associates DBA Whitney & Co DCMB ($51.38) Holding Chart

W.G. Shaheen & Associates DBA Whitney & Co DCMB ($51.38) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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