Institutions / Denver Wealth Management, Inc. / Activity
Activity — Denver Wealth Management, Inc.
118 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Exit | 464289883 Common stock | $-281.1K | -7K -100.00% | 0 | low |
| Q2 2026 as of | New | 61774R858 Common stock | $278.5K | +6K | 5,535 0.08% of portfolio | low |
| Q2 2026 as of | New | Cisco Systems, Inc. Common stock | $270.8K | +2K | 2,305 0.08% of portfolio | low |
| Q2 2026 as of | Exit | 46432F842 Common stock | $-250.5K | -3K -100.00% | 0 | low |
| Q2 2026 as of | New | 922908769 Common stock | $243.1K | +657 | 657 0.07% of portfolio | low |
| Q2 2026 as of | Trim | Warren E. Buffett Common stock | $-240.7K | -481 -16.39% | 2,454 0.35% of portfolio | low |
| Q2 2026 as of | New | Merck & Co., Inc. Common stock | $239.7K | +2K | 1,865 0.07% of portfolio | low |
| Q2 2026 as of | Exit | 46138J510 Common stock | $-238.8K | -10K -100.00% | 0 | low |
| Q2 2026 as of | New | 464288182 Common stock | $237.8K | +2K | 1,993 0.07% of portfolio | low |
| Q2 2026 as of | New | 464287309 Common stock | $236.6K | +2K | 1,720 0.07% of portfolio | low |
| Q2 2026 as of | Add | Amazon.com Inc Common stock | $234.3K | +983 +43.36% | 3,250 0.22% of portfolio | low |
| Q2 2026 as of | Exit | MercadoLibre, Inc. Common stock | $-229.6K | -114 -100.00% | 0 | low |
| Q2 2026 as of | New | 46434G103 Common stock | $228.5K | +3K | 2,758 0.07% of portfolio | low |
| Q2 2026 as of | Exit | Palantir Technologies Inc Common stock | $-225.4K | -1K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 025072877 Common stock | $-219.2K | -2K -14.74% | 10,162 0.36% of portfolio | low |
| Q2 2026 as of | New | Altria Group, Inc. Common stock | $217.0K | +3K | 3,017 0.06% of portfolio | low |
| Q2 2026 as of | Add | 922908629 Common stock | $215.5K | +3K +300.56% | 3,565 0.08% of portfolio | low |
| Q2 2026 as of | New | 464287481 Common stock | $210.2K | +1K | 1,436 0.06% of portfolio | low |
| Q2 2026 as of | New | Micron Technology Inc Common stock | $205.5K | +178 | 178 0.06% of portfolio | low |
| Q2 2026 as of | New | 464289867 Common stock | $205.1K | +3K | 2,951 0.06% of portfolio | low |
| Q2 2026 as of | New | 922908744 Common stock | $204.5K | +939 | 939 0.06% of portfolio | low |
| Q2 2026 as of | New | 78467Y107 Common stock | $204.0K | +290 | 290 0.06% of portfolio | low |
| Q2 2026 as of | Exit | Waste Management Inc Common stock | $-202.7K | -923 -100.00% | 0 | low |
| Q2 2026 as of | Add | 74348A467 Common stock | $201.2K | +4K +66.10% | 9,001 0.14% of portfolio | low |
| Q2 2026 as of | Trim | 78464A201 Common stock | $-196.3K | -2K -7.86% | 19,331 0.66% of portfolio | low |
| Q2 2026 as of | Add | Alphabet Inc. Common stock | $190.5K | +533 +59.03% | 1,436 0.15% of portfolio | low |
| Q2 2026 as of | Trim | Apple Inc. Common stock | $-144.7K | -500 -1.60% | 30,703 2.54% of portfolio | low |
| Q2 2026 as of | Exit | FSCO FS Credit Opportunities Corp. Closed-End Fund | $-134.2K | -21K -100.00% | 0 | low |
| Q2 2026 as of | Add | Pfizer Inc Common stock | $132.9K | +6K +59.84% | 14,745 0.10% of portfolio | low |
| Q2 2026 as of | Trim | 46090E103 Common stock | $-117.8K | -160 -3.08% | 5,035 1.06% of portfolio | low |
| Q2 2026 as of | Add | NVIDIA Corp Common stock | $107.9K | +539 +5.38% | 10,549 0.60% of portfolio | low |
| Q2 2026 as of | Trim | 78462F103 Common stock | $-106.0K | -142 -2.53% | 5,477 1.17% of portfolio | low |
| Q2 2026 as of | Trim | 921908844 Common stock | $-102.2K | -432 -21.01% | 1,624 0.11% of portfolio | low |
| Q2 2026 as of | Add | Microsoft Corp Common stock | $94.0K | +252 +18.35% | 1,625 0.17% of portfolio | low |
| Q2 2026 as of | Trim | 46428Q109 Common stock | $-85.6K | -2K -21.41% | 5,876 0.09% of portfolio | low |
| Q2 2026 as of | Trim | 78464A300 Common stock | $-81.3K | -745 -12.76% | 5,095 0.16% of portfolio | low |
| Q2 2026 as of | Add | 46431W507 Common stock | $75.0K | +1K +35.43% | 5,661 0.08% of portfolio | low |
| Q2 2026 as of | Trim | Realty Income Corp Common stock | $-74.7K | -1K -8.13% | 13,624 0.24% of portfolio | low |
| Q2 2026 as of | Trim | 78464A847 Common stock | $-72.8K | -1K -7.07% | 14,167 0.27% of portfolio | low |
| Q2 2026 as of | Trim | 97717X594 Common stock | $-56.9K | -1K -5.17% | 19,913 0.30% of portfolio | low |
| Q2 2026 as of | Add | 27828G107 Common stock | $56.8K | +2K +9.36% | 23,984 0.19% of portfolio | low |
| Q2 2026 as of | Trim | 78468R853 Common stock | $-52.4K | -909 -5.82% | 14,716 0.24% of portfolio | low |
| Q2 2026 as of | Add | 27828S101 Common stock | $51.5K | +2K +12.38% | 19,856 0.13% of portfolio | low |
| Q2 2026 as of | Trim | 78464A821 Common stock | $-51.2K | -457 -6.65% | 6,412 0.21% of portfolio | low |
| Q2 2026 as of | Trim | 81369Y209 Common stock | $-50.8K | -320 -12.85% | 2,171 0.10% of portfolio | low |
| Q2 2026 as of | Trim | 81369Y886 Common stock | $-49.8K | -1K -4.10% | 25,713 0.33% of portfolio | low |
| Q2 2026 as of | Trim | International Business Machines Corp Common stock | $-46.7K | -166 -18.08% | 752 0.06% of portfolio | low |
| Q2 2026 as of | Trim | 78467X109 Common stock | $-46.5K | -89 -6.03% | 1,388 0.21% of portfolio | low |
| Q2 2026 as of | Add | Walmart Inc. Common stock | $41.9K | +370 +19.89% | 2,230 0.07% of portfolio | low |
| Q2 2026 as of | Trim | Costco Wholesale Corp /New Common stock | $-35.6K | -38 -10.11% | 338 0.09% of portfolio | low |