Ritholtz Wealth Management’s New Oriental EDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,441
| Closed | -$606K | – | 943 |
|
|
2024
Q4 | $606K | Sell |
9,441
-3,597
| -28% | -$231K | 0.02% | 510 |
|
|
2024
Q3 | $989K | Sell |
13,038
-2,961
| -19% | -$225K | 0.03% | 370 |
|
|
2024
Q2 | $1.24M | Sell |
15,999
-953
| -6% | -$74.1K | 0.04% | 298 |
|
|
2024
Q1 | $1.47M | Buy |
16,952
+1,731
| +11% | +$150K | 0.05% | 257 |
|
|
2023
Q4 | $1.12M | Buy |
15,221
+1,729
| +13% | +$127K | 0.04% | 289 |
|
|
2023
Q3 | $790K | Buy |
+13,492
| New | +$790K | 0.04% | 341 |
|
|
2021
Q2 | – | Sell |
-2,074
| Closed | -$290K | – | 503 |
|
|
2021
Q1 | $290K | Sell |
2,074
-190
| -8% | -$26.6K | 0.02% | 313 |
|
|
2020
Q4 | $421K | Sell |
2,264
-199
| -8% | -$37K | 0.04% | 191 |
|
|
2020
Q3 | $368K | Buy |
2,463
+458
| +23% | +$68.4K | 0.04% | 174 |
|
|
2020
Q2 | $261K | Buy |
+2,005
| New | +$261K | 0.03% | 194 |
|