Revisor Wealth Management LLC FLAHERTY & CRUMRINE DYNAMIC Transaction History

Revisor Wealth Management LLC

  • $277 Billion
  • Q2 2025
Number of Shares
66,129
Previous 66,686 0.84%
Holding current value
$1.38 Billion
Previous $1.35 Billion 2.3%
% of portfolio
0.5%
Previous 0.6%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
SELL
N/A
-557 Reduced 0.84%
66,129 $1.38 Billion
Q1 2025

Apr 28, 2025
BUY
N/A
42,347 Added 173.99%
66,686 $1.35 Billion
Q4 2024

Feb 19, 2025
SELL
N/A
-22,903 Reduced 48.48%
24,339 $485 Million
Q3 2024

Nov 08, 2024
SELL
N/A
-11,147 Reduced 19.09%
47,242 $1.02 Billion
Q2 2024

Aug 09, 2024
SELL
N/A
-25,126 Reduced 30.09%
58,389 $1.12 Billion
Q1 2024

Apr 22, 2024
BUY
N/A
37,390 Added 81.06%
83,515 $1.54 Billion
Q4 2023

Jan 10, 2024
SELL
N/A
-9,671 Reduced 17.33%
46,125 $819 Million
Q3 2023

Nov 16, 2023
BUY
N/A
55,796 New
55,796 $936 Million
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