SWM
Sendero Wealth Management’s Revvity RVTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $687K | Hold |
7,106
| – | – | 0.09% | 128 |
|
|
2025
Q1 | $752K | Buy |
7,106
+12
| +0.2% | +$1.27K | 0.1% | 114 |
|
|
2024
Q4 | $792K | Hold |
7,094
| – | – | 0.12% | 98 |
|
|
2024
Q3 | $906K | Hold |
7,094
| – | – | 0.14% | 88 |
|
|
2024
Q2 | $744K | Hold |
7,094
| – | – | 0.13% | 93 |
|
|
2024
Q1 | $745K | Hold |
7,094
| – | – | 0.13% | 97 |
|
|
2023
Q4 | $775K | Sell |
7,094
-85
| -1% | -$9.29K | 0.15% | 100 |
|
|
2023
Q3 | $795K | Hold |
7,179
| – | – | 0.17% | 82 |
|
|
2023
Q2 | $853K | Buy |
+7,179
| New | +$853K | 0.19% | 84 |
|