SWM
S icon

Spire Wealth Management’s SentinelOne S Stock Holding History

Spire Wealth Management’s Portfolio S Stock Details S Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$119K Hold
7,015
– – ﹤0.01% 928
2026
Q1 		$90.4K Buy
+7,015
New +$97.4K ﹤0.01% 995
2025
Q4 		– Sell
-7,930
Closed -$140K – 2455
2025
Q3 		$140K Buy
7,930
+1,285
+19% +$23.1K ﹤0.01% 891
2025
Q2 		$121K Hold
6,645
– – ﹤0.01% 912
2025
Q1 		$121K Hold
6,645
– – ﹤0.01% 969
2024
Q4 		$148K Hold
6,645
– – ﹤0.01% 910
2024
Q3 		$159K Hold
6,645
– – 0.01% 790
2024
Q2 		$140K Sell
6,645
-375
-5% -$7.69K ﹤0.01% 810
2024
Q1 		$164K Buy
7,020
+350
+5% +$9.14K ﹤0.01% 831
2023
Q4 		$166K Buy
6,670
+25
+0.4% +$484 0.01% 818
2023
Q3 		$112K Hold
6,645
– – ﹤0.01% 915
2023
Q2 		$100K Hold
6,645
– – ﹤0.01% 967
2023
Q1 		$109K Hold
6,645
– – ﹤0.01% 945
2022
Q4 		$97K Hold
6,645
– – 0.01% 758
2022
Q3 		$170K Hold
6,645
– – 0.01% 575
2022
Q2 		$155K Buy
+6,645
New +$186K 0.01% 857

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MNBTD
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AAP
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AWS
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NAM
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HCA
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