RWM
Ritholtz Wealth Management’s Popular Inc BPOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Buy |
29,313
+8,588
| +41% | +$946K | 0.07% | 184 |
|
|
2025
Q1 | $1.91M | Buy |
20,725
+1,439
| +7% | +$133K | 0.06% | 257 |
|
|
2024
Q4 | $1.81M | Sell |
19,286
-3,127
| -14% | -$294K | 0.05% | 253 |
|
|
2024
Q3 | $2.25M | Sell |
22,413
-1,705
| -7% | -$171K | 0.07% | 207 |
|
|
2024
Q2 | $2.13M | Buy |
24,118
+1,190
| +5% | +$105K | 0.07% | 192 |
|
|
2024
Q1 | $2.02M | Buy |
22,928
+4,360
| +23% | +$384K | 0.07% | 194 |
|
|
2023
Q4 | $1.52M | Buy |
18,568
+13,312
| +253% | +$1.09M | 0.06% | 224 |
|
|
2023
Q3 | $331K | Buy |
+5,256
| New | +$331K | 0.01% | 533 |
|
|
2022
Q4 | – | Sell |
-6,835
| Closed | -$493K | – | 590 |
|
|
2022
Q3 | $493K | Sell |
6,835
-3,408
| -33% | -$246K | 0.03% | 406 |
|
|
2022
Q2 | $788K | Sell |
10,243
-531
| -5% | -$40.9K | 0.05% | 231 |
|
|
2022
Q1 | $881K | Buy |
10,774
+2,065
| +24% | +$169K | 0.06% | 207 |
|
|
2021
Q4 | $714K | Buy |
8,709
+3,024
| +53% | +$248K | 0.04% | 228 |
|
|
2021
Q3 | $442K | Buy |
+5,685
| New | +$442K | 0.03% | 297 |
|