Kondo Wealth Advisors, Inc.'s ownership history for DWM

Kondo Wealth Advisors, Inc. currently holds 16.1K shares with a market value of $1.1M. It started holding DWM on 2024-12-31. At its peak, it held 18.2K shares on 2025-03-31. Its highest holding value was $1.1M on 2025-09-30. At its lowest, it held 16.1K shares on 2025-12-31, with a value of $948.2K on 2024-12-31. In the recent 180 days, Kondo Wealth Advisors, Inc. has decreased its shares by 1.2K. In the recent year, Kondo Wealth Advisors, Inc. has decreased its shares by 1.9K.