Institute for Wealth Management’s Revvity RVTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$394K Sell
4,073
-35
-0.9% -$3.39K 0.04% 365
2025
Q1
$435K Sell
4,108
-83
-2% -$8.78K 0.06% 320
2024
Q4
$468K Sell
4,191
-190
-4% -$21.2K 0.06% 296
2024
Q3
$560K Sell
4,381
-40
-0.9% -$5.11K 0.07% 273
2024
Q2
$464K Sell
4,421
-109
-2% -$11.4K 0.06% 298
2024
Q1
$476K Buy
4,530
+1
+0% +$105 0.06% 297
2023
Q4
$495K Sell
4,529
-514
-10% -$56.2K 0.08% 267
2023
Q3
$558K Sell
5,043
-175
-3% -$19.4K 0.1% 233
2023
Q2
$620K Sell
5,218
-22
-0.4% -$2.61K 0.1% 220
2023
Q1
$698K Sell
5,240
-406
-7% -$54.1K 0.13% 191
2022
Q4
$792K Sell
5,646
-115
-2% -$16.1K 0.17% 164
2022
Q3
$693K Hold
5,761
0.16% 175
2022
Q2
$819K Hold
5,761
0.16% 162
2022
Q1
$1.01M Sell
5,761
-113
-2% -$19.7K 0.16% 154
2021
Q4
$1.18M Hold
5,874
0.19% 136
2021
Q3
$1.02M Sell
5,874
-45
-0.8% -$7.8K 0.18% 144
2021
Q2
$914K Sell
5,919
-321
-5% -$49.6K 0.16% 165
2021
Q1
$801K Hold
6,240
0.15% 176
2020
Q4
$895K Sell
6,240
-125
-2% -$17.9K 0.18% 148
2020
Q3
$799K Sell
6,365
-33
-0.5% -$4.14K 0.18% 141
2020
Q2
$628K Buy
6,398
+10
+0.2% +$982 0.15% 185
2020
Q1
$481K Buy
6,388
+104
+2% +$7.83K 0.15% 191
2019
Q4
$610K Buy
+6,284
New +$610K 0.14% 217