RWM
Ritholtz Wealth Management’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.12M | Sell |
4,442
-481
| -10% | -$879K | 0.18% | 63 |
|
|
2025
Q1 | $9.08M | Sell |
4,923
-338
| -6% | -$623K | 0.27% | 49 |
|
|
2024
Q4 | $10.5M | Sell |
5,261
-225
| -4% | -$448K | 0.31% | 40 |
|
|
2024
Q3 | $10.7M | Sell |
5,486
-87
| -2% | -$169K | 0.32% | 42 |
|
|
2024
Q2 | $8.3M | Sell |
5,573
-437
| -7% | -$651K | 0.27% | 43 |
|
|
2024
Q1 | $7.51M | Sell |
6,010
-427
| -7% | -$534K | 0.26% | 48 |
|
|
2023
Q4 | $7.49M | Sell |
6,437
-401
| -6% | -$467K | 0.29% | 43 |
|
|
2023
Q3 | $5.94M | Sell |
6,838
-166
| -2% | -$144K | 0.27% | 51 |
|
|
2023
Q2 | $5.67M | Sell |
7,004
-70
| -1% | -$56.6K | 0.26% | 51 |
|
|
2023
Q1 | $4.97M | Buy |
7,074
+1,526
| +28% | +$1.07M | 0.25% | 55 |
|
|
2022
Q4 | $3.32M | Buy |
5,548
+1,673
| +43% | +$1M | 0.19% | 83 |
|
|
2022
Q3 | $1.6M | Buy |
3,875
+1,881
| +94% | +$775K | 0.08% | 160 |
|
|
2022
Q2 | $799K | Buy |
1,994
+1,527
| +327% | +$612K | 0.05% | 230 |
|
|
2022
Q1 | $218K | Buy |
+467
| New | +$218K | 0.01% | 492 |
|
|
2016
Q4 | $399K | Buy |
+3,347
| New | +$399K | 0.2% | 50 |
|