RWM
Ritholtz Wealth Management’s Northern Trust NTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.79M | Buy |
29,887
+16,960
| +131% | +$2.15M | 0.08% | 151 |
|
|
2025
Q1 | $1.28M | Buy |
12,927
+3,579
| +38% | +$353K | 0.04% | 345 |
|
|
2024
Q4 | $958K | Buy |
9,348
+3,928
| +72% | +$403K | 0.03% | 369 |
|
|
2024
Q3 | $488K | Buy |
+5,420
| New | +$488K | 0.01% | 561 |
|
|
2023
Q2 | – | Sell |
-3,146
| Closed | -$277K | – | 697 |
|
|
2023
Q1 | $277K | Buy |
+3,146
| New | +$277K | 0.01% | 534 |
|