Ritholtz Wealth Management’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $767K | Buy |
1,110
+26
| +2% | +$18K | 0.02% | 517 |
|
|
2025
Q1 | $614K | Sell |
1,084
-521
| -32% | -$295K | 0.02% | 536 |
|
|
2024
Q4 | $848K | Sell |
1,605
-143
| -8% | -$75.6K | 0.02% | 403 |
|
|
2024
Q3 | $965K | Buy |
1,748
+97
| +6% | +$53.5K | 0.03% | 377 |
|
|
2024
Q2 | $851K | Sell |
1,651
-92
| -5% | -$47.4K | 0.03% | 385 |
|
|
2024
Q1 | $1.11M | Buy |
1,743
+517
| +42% | +$328K | 0.04% | 333 |
|
|
2023
Q4 | $669K | Buy |
1,226
+773
| +171% | +$422K | 0.03% | 417 |
|
|
2023
Q3 | $206K | Buy |
+453
| New | +$206K | 0.01% | 643 |
|