Ritholtz Wealth Management’s CPI Card Group PMTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $572K | Sell |
24,119
-9,051
| -27% | -$215K | 0.01% | 602 |
|
|
2025
Q1 | $968K | Buy |
33,170
+14,330
| +76% | +$418K | 0.03% | 407 |
|
|
2024
Q4 | $563K | Buy |
18,840
+2,723
| +17% | +$81.4K | 0.02% | 529 |
|
|
2024
Q3 | $449K | Buy |
+16,117
| New | +$449K | 0.01% | 589 |
|
|
2023
Q3 | – | Sell |
-9,420
| Closed | -$219K | – | 736 |
|
|
2023
Q2 | $219K | Sell |
9,420
-125
| -1% | -$2.91K | 0.01% | 609 |
|
|
2023
Q1 | $430K | Buy |
+9,545
| New | +$430K | 0.02% | 442 |
|
|
2021
Q4 | – | Sell |
-5,924
| Closed | -$206K | – | 553 |
|
|
2021
Q3 | $206K | Buy |
+5,924
| New | +$206K | 0.01% | 462 |
|