Ritholtz Wealth Management’s Sanmina SANM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.43M	Sell	18,769 -1,254	-6%	-$184K	0.04%	328
2025 Q4	$3M	Buy	20,023 +3,054	+18%	+$451K	0.05%	253
2025 Q3	$1.95M	Buy	16,969 +5,847	+53%	+$657K	0.04%	337
2025 Q2	$1.09M	Buy	11,122 +2,179	+24%	+$180K	0.02%	433
2025 Q1	$681K	Sell	8,943 -4	-0%	-$325	0.02%	501
2024 Q4	$677K	Sell	8,947 -203	-2%	-$15.1K	0.02%	477
2024 Q3	$626K	Buy	9,150 +323	+4%	+$22.3K	0.02%	500
2024 Q2	$585K	Sell	8,827 -188	-2%	-$12K	0.02%	473
2024 Q1	$561K	Sell	9,015 -459	-5%	-$26.7K	0.02%	498
2023 Q4	$487K	Sell	9,474 -2,273	-19%	-$116K	0.02%	496
2023 Q3	$638K	Sell	11,747 -1,559	-12%	-$87.7K	0.03%	398
2023 Q2	$802K	Sell	13,306 -5,227	-28%	-$287K	0.04%	331
2023 Q1	$1.13M	Buy	18,533 +1,251	+7%	+$74.9K	0.06%	230
2022 Q4	$990K	Buy	17,282 +3,479	+25%	+$206K	0.06%	234
2022 Q3	$636K	Buy	13,803 +7,490	+119%	+$349K	0.03%	336
2022 Q2	$257K	Buy	+6,313	New	+$261K	0.02%	443