Ritholtz Wealth Management’s Information Services Group III Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $819K | Buy |
+170,682
| New | +$819K | 0.02% | 502 |
|
|
2024
Q1 | – | Sell |
-12,382
| Closed | -$58.3K | – | 809 |
|
|
2023
Q4 | $58.3K | Buy |
12,382
+1,460
| +13% | +$6.88K | ﹤0.01% | 748 |
|
|
2023
Q3 | $47.8K | Buy |
+10,922
| New | +$47.8K | ﹤0.01% | 696 |
|
|
2022
Q4 | – | Sell |
-12,243
| Closed | -$58K | – | 655 |
|
|
2022
Q3 | $58K | Sell |
12,243
-6,369
| -34% | -$30.2K | ﹤0.01% | 702 |
|
|
2022
Q2 | $126K | Sell |
18,612
-24,116
| -56% | -$163K | 0.01% | 519 |
|
|
2022
Q1 | $291K | Sell |
42,728
-9,590
| -18% | -$65.3K | 0.02% | 423 |
|
|
2021
Q4 | $399K | Buy |
52,318
+1,825
| +4% | +$13.9K | 0.02% | 351 |
|
|
2021
Q3 | $363K | Buy |
50,493
+21,123
| +72% | +$152K | 0.03% | 337 |
|
|
2021
Q2 | $172K | Buy |
29,370
+14,157
| +93% | +$82.9K | 0.01% | 472 |
|
|
2021
Q1 | $67K | Buy |
15,213
+4,544
| +43% | +$20K | 0.01% | 438 |
|
|
2020
Q4 | $35K | Buy |
+10,669
| New | +$35K | ﹤0.01% | 376 |
|
|
2020
Q2 | – | Sell |
-16,196
| Closed | -$42K | – | 282 |
|
|
2020
Q1 | $42K | Buy |
+16,196
| New | +$42K | 0.01% | 168 |
|