Spire Wealth Management’s Wilhelmina International, Inc WHLM Stock Holding History

Spire Wealth Management’s Portfolio WHLM Stock Details WHLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-125	Closed	-$534	–	2533
2024 Q3	$534	Hold	125	–	–	﹤0.01%	2146
2024 Q2	$681	Hold	125	–	–	﹤0.01%	2166
2024 Q1	$609	Hold	125	–	–	﹤0.01%	2277
2023 Q4	$590	Buy	+125	New	+$553	﹤0.01%	2340
2023 Q2	–	Sell	-125	Closed	-$511	–	2551
2023 Q1	$511	Buy	+125	New	+$532	﹤0.01%	2470
2021 Q2	–	Sell	-300	Closed	-$2K	–	3025
2021 Q1	$2K	Buy	+300	New	+$1.67K	﹤0.01%	2899

Other funds holding WHLM

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Spire Wealth Management's WHLM Position: Q4 2024 in Review

Spire Wealth Management sold out of Wilhelmina International, Inc (WHLM) in Q4 2024, closing a stake of 125 shares — an estimated $534 sold.

Spire Wealth Management first reported a position in WHLM in Q1 2021 and held it in 6 quarters. The position peaked at $2K in Q1 2021. 1 fund tracked by Wall St. Rank holds WHLM as of Q4 2024.

Spire Wealth Management reported no remaining Wilhelmina International, Inc position as of Q4 2024 after selling out during the quarter.
Spire Wealth Management sold 125 Wilhelmina International, Inc shares in Q4 2024, an estimated $534.
Spire Wealth Management first reported a position in Wilhelmina International, Inc in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's Wilhelmina International, Inc position peaked at $2K in Q1 2021.
1 fund tracked by Wall St. Rank held Wilhelmina International, Inc as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.