RWM
Ritholtz Wealth Management’s Royal Bank of Canada RY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.52M | Buy |
34,353
+930
| +3% | +$122K | 0.1% | 123 |
|
|
2025
Q1 | $3.77M | Sell |
33,423
-6,502
| -16% | -$733K | 0.11% | 127 |
|
|
2024
Q4 | $4.81M | Buy |
39,925
+3,396
| +9% | +$409K | 0.14% | 86 |
|
|
2024
Q3 | $4.56M | Buy |
36,529
+3,346
| +10% | +$417K | 0.14% | 89 |
|
|
2024
Q2 | $3.53M | Buy |
33,183
+3,054
| +10% | +$325K | 0.12% | 112 |
|
|
2024
Q1 | $3.04M | Buy |
30,129
+11,684
| +63% | +$1.18M | 0.1% | 132 |
|
|
2023
Q4 | $1.87M | Buy |
18,445
+1,091
| +6% | +$110K | 0.07% | 182 |
|
|
2023
Q3 | $1.52M | Sell |
17,354
-6,062
| -26% | -$530K | 0.07% | 194 |
|
|
2023
Q2 | $2.24M | Sell |
23,416
-9,902
| -30% | -$946K | 0.1% | 121 |
|
|
2023
Q1 | $3.18M | Sell |
33,318
-17
| -0.1% | -$1.63K | 0.16% | 82 |
|
|
2022
Q4 | $3.13M | Buy |
33,335
+8,861
| +36% | +$833K | 0.18% | 89 |
|
|
2022
Q3 | $2.2M | Buy |
24,474
+10,705
| +78% | +$964K | 0.12% | 123 |
|
|
2022
Q2 | $1.33M | Buy |
13,769
+972
| +8% | +$94.1K | 0.08% | 148 |
|
|
2022
Q1 | $1.41M | Buy |
12,797
+760
| +6% | +$83.8K | 0.1% | 129 |
|
|
2021
Q4 | $1.28M | Buy |
12,037
+2,501
| +26% | +$266K | 0.08% | 127 |
|
|
2021
Q3 | $949K | Buy |
9,536
+1,079
| +13% | +$107K | 0.07% | 151 |
|
|
2021
Q2 | $857K | Buy |
8,457
+2,016
| +31% | +$204K | 0.06% | 167 |
|
|
2021
Q1 | $594K | Buy |
6,441
+1,454
| +29% | +$134K | 0.05% | 182 |
|
|
2020
Q4 | $409K | Buy |
4,987
+667
| +15% | +$54.7K | 0.04% | 199 |
|
|
2020
Q3 | $303K | Buy |
4,320
+1,353
| +46% | +$94.9K | 0.03% | 207 |
|
|
2020
Q2 | $201K | Buy |
+2,967
| New | +$201K | 0.03% | 241 |
|