Ritholtz Wealth Management’s Factset FDS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$281K	Buy	+627	New	+$281K	0.01%	818
2022 Q4	–	Sell	-4,085	Closed	-$1.63M	–	636
2022 Q3	$1.63M	Buy	+4,085	New	+$1.63M	0.09%	154