Ritholtz Wealth Management’s Quad QUAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Buy |
69,526
+13,704
| +25% | +$77.4K | 0.01% | 709 |
|
|
2025
Q1 | $304K | Buy |
55,822
+13,779
| +33% | +$75.1K | 0.01% | 745 |
|
|
2024
Q4 | $293K | Buy |
42,043
+678
| +2% | +$4.73K | 0.01% | 711 |
|
|
2024
Q3 | $188K | Sell |
41,365
-36,089
| -47% | -$164K | 0.01% | 821 |
|
|
2024
Q2 | $422K | Sell |
77,454
-21,953
| -22% | -$120K | 0.01% | 567 |
|
|
2024
Q1 | $528K | Sell |
99,407
-12,483
| -11% | -$66.3K | 0.02% | 511 |
|
|
2023
Q4 | $606K | Sell |
111,890
-14,295
| -11% | -$77.5K | 0.02% | 448 |
|
|
2023
Q3 | $635K | Buy |
126,185
+56,476
| +81% | +$284K | 0.03% | 400 |
|
|
2023
Q2 | $262K | Sell |
69,709
-4,489
| -6% | -$16.9K | 0.01% | 572 |
|
|
2023
Q1 | $318K | Buy |
74,198
+54,777
| +282% | +$235K | 0.02% | 506 |
|
|
2022
Q4 | $79.2K | Buy |
+19,421
| New | +$79.2K | ﹤0.01% | 562 |
|
|
2022
Q2 | – | Sell |
-18,245
| Closed | -$127K | – | 588 |
|
|
2022
Q1 | $127K | Buy |
+18,245
| New | +$127K | 0.01% | 527 |
|