RWM
Revisor Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Sell |
997
-32
| -3% | -$16.9K | 0.19% | 127 |
|
|
2025
Q1 | $523K | Buy |
1,029
+425
| +70% | +$216K | 0.23% | 95 |
|
|
2024
Q4 | $303K | Sell |
604
-340
| -36% | -$170K | 0.28% | 73 |
|
|
2024
Q3 | $488K | Sell |
944
-38
| -4% | -$19.6K | 0.3% | 67 |
|
|
2024
Q2 | $438K | Sell |
982
-811
| -45% | -$362K | 0.3% | 68 |
|
|
2024
Q1 | $776K | Buy |
1,793
+1,080
| +151% | +$468K | 0.35% | 60 |
|
|
2023
Q4 | $314K | Sell |
713
-461
| -39% | -$203K | 0.36% | 66 |
|
|
2023
Q3 | $429K | Buy |
1,174
+317
| +37% | +$116K | 0.36% | 61 |
|
|
2023
Q2 | $344K | Sell |
857
-26
| -3% | -$10.4K | 0.31% | 85 |
|
|
2023
Q1 | $304K | Buy |
+883
| New | +$304K | 0.28% | 97 |
|