MBM Wealth Consultants’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $566K | Buy |
6,248
+367
| +6% | +$32.2K | 0.13% | 75 |
|
|
2025
Q4 | $486K | Buy |
5,881
+374
| +7% | +$31.9K | 0.12% | 74 |
|
|
2025
Q3 | $449K | Buy |
5,507
+140
| +3% | +$10.6K | 0.11% | 74 |
|
|
2025
Q2 | $392K | Buy |
5,367
+274
| +5% | +$20.5K | 0.1% | 87 |
|
|
2025
Q1 | $402K | Buy |
5,093
+649
| +15% | +$47.5K | 0.12% | 74 |
|
|
2024
Q4 | $304K | Buy |
4,444
+295
| +7% | +$19.8K | 0.09% | 89 |
|
|
2024
Q3 | $279K | Buy |
4,149
+48
| +1% | +$3.12K | 0.09% | 89 |
|
|
2024
Q2 | $243K | Buy |
4,101
+45
| +1% | +$2.72K | 0.08% | 91 |
|
|
2024
Q1 | $249K | Buy |
4,056
+30
| +0.7% | +$1.79K | 0.09% | 92 |
|
|
2023
Q4 | $236K | Buy |
4,026
+237
| +6% | +$14.1K | 0.09% | 96 |
|
|
2023
Q3 | $218K | Buy |
3,789
+317
| +9% | +$19.2K | 0.1% | 98 |
|
|
2023
Q2 | $222K | Buy |
3,472
+1,498
| +76% | +$101K | 0.09% | 97 |
|
|
2023
Q1 | $210K | Hold |
1,974
| – | – | 0.09% | 94 |
|
|
2022
Q4 | $138K | Buy |
1,974
+504
| +34% | +$34.3K | 0.06% | 118 |
|
|
2022
Q3 | $95K | Buy |
1,470
+365
| +33% | +$26.1K | 0.05% | 114 |
|
|
2022
Q2 | $83K | Buy |
1,105
+33
| +3% | +$2.48K | 0.04% | 122 |
|
|
2022
Q1 | $77K | Buy |
1,072
+597
| +126% | +$39.6K | 0.03% | 151 |
|
|
2021
Q4 | $29K | Hold |
475
| – | – | 0.01% | 197 |
|
|
2021
Q3 | $29K | Buy |
475
+100
| +27% | +$6.84K | 0.01% | 187 |
|
|
2021
Q2 | $27K | Hold |
375
| – | – | 0.01% | 173 |
|
|
2021
Q1 | $28K | Buy |
375
+330
| +733% | +$22K | 0.01% | 168 |
|
|
2020
Q4 | $3K | Sell |
45
-1,095
| -96% | -$66.7K | ﹤0.01% | 209 |
|
|
2020
Q3 | $61K | Hold |
1,140
| – | – | 0.04% | 120 |
|
|
2020
Q2 | $75K | Hold |
1,140
| – | – | 0.05% | 99 |
|
|
2020
Q1 | $85K | Hold |
1,140
| – | – | 0.07% | 92 |
|
|
2019
Q4 | $95K | Hold |
1,140
| – | – | 0.07% | 100 |
|
|
2019
Q3 | $99K | Hold |
1,140
| – | – | 0.08% | 101 |
|
|
2019
Q2 | $96K | Hold |
1,140
| – | – | 0.08% | 100 |
|
|
2019
Q1 | $94K | Hold |
1,140
| – | – | 0.08% | 100 |
|
|
2018
Q4 | $84K | Buy |
+1,140
| New | +$86.2K | 0.08% | 108 |
|
Other funds holding SR
VPM
VCM
