Institute for Wealth Management’s Revvity RVTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $289K | Hold |
3,294
| – | – | 0.03% | 434 |
|
|
2025
Q4 | $319K | Sell |
3,294
-206
| -6% | -$19.8K | 0.03% | 421 |
|
|
2025
Q3 | $307K | Sell |
3,500
-573
| -14% | -$52K | 0.03% | 447 |
|
|
2025
Q2 | $394K | Sell |
4,073
-35
| -0.9% | -$3.3K | 0.04% | 366 |
|
|
2025
Q1 | $435K | Sell |
4,108
-83
| -2% | -$9.57K | 0.06% | 321 |
|
|
2024
Q4 | $468K | Sell |
4,191
-190
| -4% | -$22.3K | 0.06% | 297 |
|
|
2024
Q3 | $560K | Sell |
4,381
-40
| -0.9% | -$4.7K | 0.07% | 273 |
|
|
2024
Q2 | $464K | Sell |
4,421
-109
| -2% | -$11.6K | 0.06% | 298 |
|
|
2024
Q1 | $476K | Buy |
4,530
+1
| +0% | +$106 | 0.06% | 301 |
|
|
2023
Q4 | $495K | Sell |
4,529
-514
| -10% | -$49.6K | 0.08% | 270 |
|
|
2023
Q3 | $558K | Sell |
5,043
-175
| -3% | -$20.6K | 0.1% | 238 |
|
|
2023
Q2 | $620K | Sell |
5,218
-22
| -0.4% | -$2.7K | 0.11% | 226 |
|
|
2023
Q1 | $698K | Sell |
5,240
-406
| -7% | -$53.5K | 0.14% | 196 |
|
|
2022
Q4 | $792K | Sell |
5,646
-115
| -2% | -$15.5K | 0.17% | 169 |
|
|
2022
Q3 | $693K | Hold |
5,761
| – | – | 0.16% | 175 |
|
|
2022
Q2 | $819K | Hold |
5,761
| – | – | 0.16% | 164 |
|
|
2022
Q1 | $1M | Sell |
5,761
-113
| -2% | -$20.1K | 0.16% | 157 |
|
|
2021
Q4 | $1.18M | Hold |
5,874
| – | – | 0.19% | 136 |
|
|
2021
Q3 | $1.02M | Sell |
5,874
-45
| -0.8% | -$7.93K | 0.18% | 144 |
|
|
2021
Q2 | $914K | Sell |
5,919
-321
| -5% | -$45.1K | 0.16% | 165 |
|
|
2021
Q1 | $801K | Hold |
6,240
| – | – | 0.15% | 178 |
|
|
2020
Q4 | $895K | Sell |
6,240
-125
| -2% | -$16.6K | 0.18% | 149 |
|
|
2020
Q3 | $799K | Sell |
6,365
-33
| -0.5% | -$3.79K | 0.18% | 143 |
|
|
2020
Q2 | $628K | Buy |
6,398
+10
| +0.2% | +$914 | 0.15% | 185 |
|
|
2020
Q1 | $481K | Buy |
6,388
+104
| +2% | +$9.23K | 0.15% | 195 |
|
|
2019
Q4 | $610K | Buy |
+6,284
| New | +$561K | 0.14% | 217 |
|
Other funds holding RVTY
EIG
VCM
VPM
