RWM
Ritholtz Wealth Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Buy |
867
+55
| +7% | +$31.7K | 0.01% | 640 |
|
|
2025
Q1 | $459K | Buy |
812
+153
| +23% | +$86.5K | 0.01% | 617 |
|
|
2024
Q4 | $395K | Buy |
659
+36
| +6% | +$21.6K | 0.01% | 626 |
|
|
2024
Q3 | $363K | Sell |
623
-472
| -43% | -$275K | 0.01% | 653 |
|
|
2024
Q2 | $528K | Sell |
1,095
-3,051
| -74% | -$1.47M | 0.02% | 507 |
|
|
2024
Q1 | $2.32M | Buy |
4,146
+1
| +0% | +$560 | 0.08% | 168 |
|
|
2023
Q4 | $2.34M | Buy |
4,145
+1
| +0% | +$566 | 0.09% | 137 |
|
|
2023
Q3 | $2.13M | Buy |
4,144
+9
| +0.2% | +$4.62K | 0.1% | 130 |
|
|
2023
Q2 | $1.94M | Sell |
4,135
-316
| -7% | -$148K | 0.09% | 145 |
|
|
2023
Q1 | $2.49M | Buy |
+4,451
| New | +$2.49M | 0.12% | 100 |
|
|
2022
Q4 | – | Sell |
-7,488
| Closed | -$3.16M | – | 683 |
|
|
2022
Q3 | $3.16M | Buy |
7,488
+4,094
| +121% | +$1.73M | 0.17% | 81 |
|
|
2022
Q2 | $1.4M | Buy |
+3,394
| New | +$1.4M | 0.09% | 140 |
|