Number of Shares
54,742
Previous 28,414 92.66%
Holding current value
$1.37 Billion
Previous $725 Million 88.59%
% of portfolio
0.54%
Previous 0.31%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
N/A
26,328 Added 92.66%
54,742 $1.37 Billion
Q1 2024

May 06, 2024

BUY
N/A
16,627 Added 141.06%
28,414 $725 Million
Q4 2023

Jan 25, 2024

BUY
N/A
3,202 Added 37.3%
11,787 $306 Million
Q3 2023

Oct 26, 2023

BUY
N/A
3,227 Added 60.23%
8,585 $192 Million
Q2 2023

Jul 27, 2023

BUY
N/A
913 Added 20.54%
5,358 $131 Million
Q1 2023

May 09, 2023

BUY
N/A
4,255 Added 2239.47%
4,445 $109 Million
Q4 2022

Feb 21, 2023

BUY
N/A
190 New
190 $4.63 Million
Track This Portfolio

Track Ruedi Wealth Management, Inc. Portfolio

Follow Ruedi Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ruedi Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ruedi Wealth Management, Inc. with notifications on news.