Formidable Asset Management, LLC Marketwise, Inc. Transaction History

Formidable Asset Management, LLC

$603 Million
Q2 2025

A detailed history of Formidable Asset Management, LLC transactions in Marketwise, Inc. stock. As of the latest transaction made, Formidable Asset Management, LLC holds 191,559 shares of MKTW stock, worth $3.42 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

191,559

Previous 491,558 61.03%

Holding current value

$3.42 Million

Previous $240,000 1479.17%

% of portfolio

0.63%

Previous 0.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$9.23 - $19.8 $2.77 Million - $5.94 Million	-299,999 Reduced 61.03%	191,559 $3.79 Million
Q1 2025 May 05, 2025	SELL	$0.49 - $0.83 $9,310 - $15,770	-19,000 Reduced 3.72%	491,558 $240,000
Q4 2024 Feb 19, 2025	SELL	$0.48 - $0.67 $26,751 - $37,340	-55,732 Reduced 9.84%	510,558 $291,000
Q3 2024 Nov 12, 2024	SELL	$0.67 - $1.16 $59,847 - $103,615	-89,324 Reduced 13.62%	566,290 $379,000
Q2 2024 Aug 08, 2024	SELL	$1.13 - $1.72 $93,121 - $141,741	-82,408 Reduced 11.17%	655,614 $760,000
Q1 2024 May 15, 2024	BUY	$1.73 - $2.74 $495,124 - $784,185	286,199 Added 63.34%	738,022 $1.28 Million
Q4 2023 Feb 07, 2024	SELL	$1.44 - $3.39 $377,278 - $888,176	-261,999 Reduced 36.7%	451,823 $1.23 Million
Q3 2023 Nov 09, 2023	BUY	$1.29 - $2.08 $308,310 - $497,120	239,000 Added 50.33%	713,822 $1.14 Million
Q2 2023 Aug 15, 2023	BUY	$1.51 - $2.69 $10,570 - $18,830	7,000 Added 1.5%	474,822 $950,000
Q1 2023 May 09, 2023	BUY	$1.61 - $2.65 $118,452 - $194,968	73,573 Added 18.66%	467,822 $750,000
Q4 2022 Feb 07, 2023	SELL	$1.57 - $2.75 $27,475 - $48,125	-17,500 Reduced 4.25%	394,249 $656,000
Q3 2022 Nov 14, 2022	BUY	$0.28 - $3.68 $84,771 - $1.11 Million	302,754 Added 277.77%	411,749 $967,000
Q2 2022 Aug 16, 2022	SELL	$2.46 - $4.89 $723,237 - $1.44 Million	-293,999 Reduced 72.95%	108,995 $392,000
Q1 2022 May 04, 2022	BUY	$4.08 - $7.14 $1.41 Million - $2.47 Million	346,399 Added 612.07%	402,994 $1.9 Million
Q4 2021 Feb 07, 2022	SELL	$5.87 - $8.01 $146,192 - $199,489	-24,905 Reduced 30.56%	56,595 $404,000
Q3 2021 Nov 10, 2021	BUY	$6.79 - $15.06 $553,385 - $1.23 Million	81,500 New	81,500 $673,000

Others Institutions Holding MKTW

# of Institutions

Shares Held

2.87M

Call Options Held

Put Options Held

View Full List

About MARKETWISE, INC.

Ticker MKTW
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 33,873,600
Market Cap $604M
Description
MarketWise, Inc. operates a multi-brand platform of subscription businesses that provides financial research, software, education, and tools for investors in the United States and Internationally. The company offers a portfolio of independent investment research, as well as various software and analytical tools on a subscription basis. It provid...

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Formidable Asset Management, LLC Marketwise, Inc. Transaction History