Ritholtz Wealth Management’s Quad QUAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $916K | Buy |
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|
2025
Q2 | $393K | Buy |
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|
2025
Q1 | $304K | Buy |
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|
2024
Q4 | $293K | Buy |
|
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|
2024
Q3 | $188K | Sell |
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|
2024
Q2 | $422K | Sell |
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|
2024
Q1 | $528K | Sell |
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|
2023
Q4 | $606K | Sell |
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|
2023
Q3 | $635K | Buy |
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|
2023
Q2 | $262K | Sell |
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|
2023
Q1 | $318K | Buy |
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|
2022
Q4 | $79.2K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $127K | Buy |
|