D.B. Root & Company’s RH RH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.17M | Sell |
8,335
-421
| -5% | -$76.7K | 0.28% | 49 |
|
|
2025
Q4 | $1.57M | Buy |
8,756
+138
| +2% | +$23.6K | 0.38% | 39 |
|
|
2025
Q3 | $1.75M | Buy |
8,618
+111
| +1% | +$24.1K | 0.44% | 35 |
|
|
2025
Q2 | $1.61M | Sell |
8,507
-352
| -4% | -$65.4K | 0.47% | 35 |
|
|
2025
Q1 | $2.08M | Buy |
8,859
+993
| +13% | +$344K | 0.67% | 29 |
|
|
2024
Q4 | $3.1M | Buy |
7,866
+12
| +0.2% | +$4.27K | 0.98% | 23 |
|
|
2024
Q3 | $2.63M | Sell |
7,854
-685
| -8% | -$189K | 0.87% | 25 |
|
|
2024
Q2 | $2.09M | Buy |
8,539
+1,113
| +15% | +$293K | 0.71% | 26 |
|
|
2024
Q1 | $2.59M | Sell |
7,426
-418
| -5% | -$114K | 0.87% | 21 |
|
|
2023
Q4 | $2.29M | Sell |
7,844
-117
| -1% | -$30.2K | 0.83% | 21 |
|
|
2023
Q3 | $2.1M | Buy |
7,961
+985
| +14% | +$342K | 0.82% | 21 |
|
|
2023
Q2 | $2.3M | Sell |
6,976
-121
| -2% | -$31.6K | 0.87% | 20 |
|
|
2023
Q1 | $1.73M | Buy |
7,097
+45
| +0.6% | +$13.1K | 0.68% | 26 |
|
|
2022
Q4 | $1.88M | Buy |
7,052
+72
| +1% | +$18.8K | 0.8% | 25 |
|
|
2022
Q3 | $1.72M | Sell |
6,980
-695
| -9% | -$188K | 0.78% | 27 |
|
|
2022
Q2 | $1.63M | Buy |
7,675
+297
| +4% | +$88.2K | 0.7% | 28 |
|
|
2022
Q1 | $2.4M | Buy |
7,378
+1,689
| +30% | +$676K | 0.9% | 23 |
|
|
2021
Q4 | $3.05M | Buy |
5,689
+245
| +5% | +$151K | 1.1% | 20 |
|
|
2021
Q3 | $3.63M | Buy |
5,444
+149
| +3% | +$103K | 1.42% | 15 |
|
|
2021
Q2 | $3.6M | Sell |
5,295
-150
| -3% | -$97.4K | 1.34% | 15 |
|
|
2021
Q1 | $3.25M | Sell |
5,445
-114
| -2% | -$56.2K | 1.28% | 14 |
|
|
2020
Q4 | $2.49M | Sell |
5,559
-130
| -2% | -$53.6K | 0.99% | 20 |
|
|
2020
Q3 | $2.18M | Sell |
5,689
-10
| -0.2% | -$3.15K | 0.87% | 18 |
|
|
2020
Q2 | $1.42M | Buy |
5,699
+110
| +2% | +$19.9K | 0.62% | 33 |
|
|
2020
Q1 | $561K | Buy |
5,589
+350
| +7% | +$65.2K | 0.28% | 89 |
|
|
2019
Q4 | $1.12M | Sell |
5,239
-19
| -0.4% | -$3.71K | 0.49% | 53 |
|
|
2019
Q3 | $898K | Sell |
5,258
-128
| -2% | -$18.2K | 0.42% | 69 |
|
|
2019
Q2 | $622K | Sell |
5,386
-1,137
| -17% | -$117K | 0.28% | 103 |
|
|
2019
Q1 | $672K | Sell |
6,523
-70
| -1% | -$9.53K | 0.29% | 99 |
|
|
2018
Q4 | $790K | Buy |
6,593
+283
| +4% | +$34K | 0.39% | 80 |
|
|
2018
Q3 | $827K | Sell |
6,310
-270
| -4% | -$37.9K | 0.36% | 88 |
|
|
2018
Q2 | $919K | Sell |
6,580
-1,575
| -19% | -$171K | 0.43% | 78 |
|
|
2018
Q1 | $777K | Sell |
8,155
-750
| -8% | -$66.5K | 0.41% | 84 |
|
|
2017
Q4 | $768K | Buy |
+8,905
| New | +$805K | 0.66% | 55 |
|
Other funds holding RH
VCM
VPM
SM
