RWM
Ritholtz Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Buy |
14,574
+440
| +3% | +$120K | 0.09% | 140 |
|
|
2025
Q1 | $3.79M | Buy |
14,134
+518
| +4% | +$139K | 0.11% | 124 |
|
|
2024
Q4 | $4.55M | Buy |
13,616
+639
| +5% | +$214K | 0.13% | 95 |
|
|
2024
Q3 | $3.55M | Buy |
12,977
+160
| +1% | +$43.8K | 0.11% | 133 |
|
|
2024
Q2 | $3.3M | Sell |
12,817
-32
| -0.2% | -$8.23K | 0.11% | 124 |
|
|
2024
Q1 | $3.87M | Buy |
12,849
+2,128
| +20% | +$641K | 0.13% | 103 |
|
|
2023
Q4 | $2.82M | Buy |
10,721
+414
| +4% | +$109K | 0.11% | 115 |
|
|
2023
Q3 | $2.09M | Buy |
10,307
+583
| +6% | +$118K | 0.09% | 133 |
|
|
2023
Q2 | $2.05M | Buy |
9,724
+522
| +6% | +$110K | 0.09% | 135 |
|
|
2023
Q1 | $1.84M | Buy |
9,202
+4,425
| +93% | +$884K | 0.09% | 141 |
|
|
2022
Q4 | $633K | Sell |
4,777
-858
| -15% | -$114K | 0.04% | 321 |
|
|
2022
Q3 | $811K | Sell |
5,635
-2,823
| -33% | -$406K | 0.04% | 290 |
|
|
2022
Q2 | $1.4M | Buy |
8,458
+1,381
| +20% | +$228K | 0.09% | 141 |
|
|
2022
Q1 | $1.5M | Buy |
7,077
+190
| +3% | +$40.4K | 0.1% | 125 |
|
|
2021
Q4 | $1.75M | Buy |
6,887
+599
| +10% | +$152K | 0.11% | 91 |
|
|
2021
Q3 | $1.71M | Buy |
6,288
+740
| +13% | +$201K | 0.12% | 86 |
|
|
2021
Q2 | $1.36M | Buy |
5,548
+1,246
| +29% | +$304K | 0.1% | 99 |
|
|
2021
Q1 | $911K | Buy |
4,302
+232
| +6% | +$49.1K | 0.08% | 119 |
|
|
2020
Q4 | $906K | Buy |
4,070
+812
| +25% | +$181K | 0.09% | 100 |
|
|
2020
Q3 | $819K | Buy |
3,258
+590
| +22% | +$148K | 0.09% | 92 |
|
|
2020
Q2 | $500K | Buy |
2,668
+806
| +43% | +$151K | 0.06% | 114 |
|
|
2020
Q1 | $268K | Buy |
1,862
+601
| +48% | +$86.5K | 0.04% | 115 |
|
|
2019
Q4 | $205K | Buy |
+1,261
| New | +$205K | 0.03% | 137 |
|