RWM
Ritholtz Wealth Management’s Barclays BCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.93M | Sell |
211,433
-2,963
| -1% | -$55.1K | 0.09% | 144 |
|
|
2025
Q1 | $3.29M | Sell |
214,396
-2,026
| -0.9% | -$31.1K | 0.1% | 149 |
|
|
2024
Q4 | $2.88M | Sell |
216,422
-4,979
| -2% | -$66.2K | 0.08% | 153 |
|
|
2024
Q3 | $2.69M | Buy |
221,401
+24,004
| +12% | +$292K | 0.08% | 172 |
|
|
2024
Q2 | $2.11M | Buy |
197,397
+8,385
| +4% | +$89.8K | 0.07% | 195 |
|
|
2024
Q1 | $1.79M | Buy |
189,012
+26,137
| +16% | +$247K | 0.06% | 218 |
|
|
2023
Q4 | $1.28M | Sell |
162,875
-3,697
| -2% | -$29.1K | 0.05% | 256 |
|
|
2023
Q3 | $1.3M | Buy |
166,572
+30,004
| +22% | +$234K | 0.06% | 219 |
|
|
2023
Q2 | $1.07M | Buy |
136,568
+33,412
| +32% | +$263K | 0.05% | 257 |
|
|
2023
Q1 | $742K | Sell |
103,156
-22,401
| -18% | -$161K | 0.04% | 333 |
|
|
2022
Q4 | $979K | Sell |
125,557
-56,939
| -31% | -$444K | 0.05% | 237 |
|
|
2022
Q3 | $1.17M | Sell |
182,496
-14,452
| -7% | -$92.5K | 0.06% | 214 |
|
|
2022
Q2 | $1.5M | Buy |
196,948
+103,353
| +110% | +$786K | 0.09% | 132 |
|
|
2022
Q1 | $739K | Sell |
93,595
-41,634
| -31% | -$329K | 0.05% | 239 |
|
|
2021
Q4 | $1.4M | Buy |
135,229
+18,366
| +16% | +$190K | 0.09% | 114 |
|
|
2021
Q3 | $1.21M | Buy |
116,863
+31,292
| +37% | +$323K | 0.08% | 118 |
|
|
2021
Q2 | $826K | Buy |
85,571
+22,626
| +36% | +$218K | 0.06% | 173 |
|
|
2021
Q1 | $644K | Buy |
62,945
+35,328
| +128% | +$361K | 0.05% | 172 |
|
|
2020
Q4 | $221K | Buy |
27,617
+11,878
| +75% | +$95.1K | 0.02% | 317 |
|
|
2020
Q3 | $79K | Sell |
15,739
-6,469
| -29% | -$32.5K | 0.01% | 295 |
|
|
2020
Q2 | $126K | Buy |
+22,208
| New | +$126K | 0.02% | 255 |
|