Ritholtz Wealth Management’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-218,695
| Closed | -$6.08M | – | 1165 |
|
|
2025
Q3 | $6.08M | Buy |
218,695
+49,435
| +29% | +$1.19M | 0.12% | 103 |
|
|
2025
Q2 | $3.71M | Buy |
169,260
+121,683
| +256% | +$2.62M | 0.08% | 159 |
|
|
2025
Q1 | $917K | Buy |
+47,577
| New | +$937K | 0.03% | 423 |
|
|
2023
Q2 | – | Sell |
-7,334
| Closed | -$237K | – | 699 |
|
|
2023
Q1 | $237K | Buy |
+7,334
| New | +$240K | 0.01% | 573 |
|
|
2022
Q4 | – | Sell |
-7,596
| Closed | -$258K | – | 702 |
|
|
2022
Q3 | $258K | Buy |
7,596
+746
| +11% | +$27.2K | 0.01% | 589 |
|
|
2022
Q2 | $244K | Buy |
+6,850
| New | +$251K | 0.02% | 459 |
|