RWP
Ridgecrest Wealth Partners’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Sell |
4,664
-476
| -9% | -$251K | 1.3% | 16 |
|
|
2025
Q1 | $2.61M | Hold |
5,140
| – | – | 1.37% | 16 |
|
|
2024
Q4 | $2.56M | Hold |
5,140
| – | – | 1.39% | 14 |
|
|
2024
Q3 | $2.66M | Sell |
5,140
-2
| -0% | -$1.03K | 1.38% | 15 |
|
|
2024
Q2 | $2.29M | Sell |
5,142
-3
| -0.1% | -$1.34K | 1.38% | 13 |
|
|
2024
Q1 | $2.19M | Sell |
5,145
-82
| -2% | -$34.9K | 1.3% | 17 |
|
|
2023
Q4 | $2.3M | Sell |
5,227
-1,000
| -16% | -$441K | 1.52% | 15 |
|
|
2023
Q3 | $2.28M | Sell |
6,227
-4,038
| -39% | -$1.48M | 1.6% | 14 |
|
|
2023
Q2 | $4.12M | Sell |
10,265
-292
| -3% | -$117K | 2.72% | 11 |
|
|
2023
Q1 | $3.64M | Hold |
10,557
| – | – | 2.59% | 13 |
|
|
2022
Q4 | $3.54M | Hold |
10,557
| – | – | 2.69% | 12 |
|
|
2022
Q3 | $3.22M | Sell |
10,557
-2,443
| -19% | -$746K | 2.63% | 10 |
|
|
2022
Q2 | $4.38M | Hold |
13,000
| – | – | 3.19% | 8 |
|
|
2022
Q1 | $5.33M | Hold |
13,000
| – | – | 3.39% | 7 |
|
|
2021
Q4 | $6.14M | Hold |
13,000
| – | – | 2.99% | 6 |
|
|
2021
Q3 | $5.52M | Hold |
13,000
| – | – | 3.01% | 7 |
|
|
2021
Q2 | $5.34M | Hold |
13,000
| – | – | 3.33% | 8 |
|
|
2021
Q1 | $4.59M | Buy |
+13,000
| New | +$4.59M | 4.37% | 5 |
|