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Spire Wealth Management’s Tidewater TDW Stock Holding History

Spire Wealth Management’s Portfolio TDW Stock Details TDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$576K Sell
6,898
-3,416
-33% -$238K 0.02% 510
2025
Q4 		$521K Sell
10,314
-153
-1% -$8.08K 0.02% 538
2025
Q3 		$558K Buy
10,467
+61
+0.6% +$3.34K 0.02% 500
2025
Q2 		$480K Buy
10,406
+6,423
+161% +$260K 0.02% 516
2025
Q1 		$168K Buy
3,983
+498
+14% +$24.8K 0.01% 866
2024
Q4 		$191K Buy
3,485
+1,546
+80% +$88K 0.01% 836
2024
Q3 		$139K Buy
1,939
+100
+5% +$8.71K ﹤0.01% 825
2024
Q2 		$175K Buy
1,839
+19
+1% +$1.87K 0.01% 744
2024
Q1 		$167K Buy
1,820
+49
+3% +$3.65K ﹤0.01% 825
2023
Q4 		$121K Buy
1,771
+1,521
+608% +$98.5K ﹤0.01% 940
2023
Q3 		$17.8K Hold
250
– – ﹤0.01% 1547
2023
Q2 		$13.9K Hold
250
– – ﹤0.01% 1715
2023
Q1 		$11K Buy
+250
New +$10.7K ﹤0.01% 1810

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RR
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VPM
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State Street
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VCM
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UBS Group
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return