RWM
Ritholtz Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.86M | Buy |
9,209
+842
| +10% | +$444K | 0.11% | 116 |
|
|
2025
Q1 | $4.25M | Buy |
8,367
+682
| +9% | +$347K | 0.13% | 111 |
|
|
2024
Q4 | $3.83M | Buy |
7,685
+193
| +3% | +$96.1K | 0.11% | 110 |
|
|
2024
Q3 | $3.87M | Buy |
7,492
+59
| +0.8% | +$30.5K | 0.12% | 113 |
|
|
2024
Q2 | $3.31M | Buy |
7,433
+1,187
| +19% | +$529K | 0.11% | 122 |
|
|
2024
Q1 | $2.66M | Buy |
6,246
+276
| +5% | +$117K | 0.09% | 149 |
|
|
2023
Q4 | $2.63M | Buy |
5,970
+213
| +4% | +$93.8K | 0.1% | 123 |
|
|
2023
Q3 | $2.1M | Buy |
5,757
+229
| +4% | +$83.7K | 0.09% | 132 |
|
|
2023
Q2 | $2.22M | Buy |
5,528
+246
| +5% | +$98.6K | 0.1% | 124 |
|
|
2023
Q1 | $1.82M | Sell |
5,282
-490
| -8% | -$169K | 0.09% | 142 |
|
|
2022
Q4 | $1.93M | Buy |
5,772
+1,538
| +36% | +$515K | 0.11% | 130 |
|
|
2022
Q3 | $1.29M | Buy |
4,234
+1,305
| +45% | +$399K | 0.07% | 197 |
|
|
2022
Q2 | $987K | Buy |
2,929
+406
| +16% | +$137K | 0.06% | 185 |
|
|
2022
Q1 | $1.04M | Buy |
2,523
+1,134
| +82% | +$465K | 0.07% | 180 |
|
|
2021
Q4 | $656K | Buy |
1,389
+240
| +21% | +$113K | 0.04% | 239 |
|
|
2021
Q3 | $488K | Buy |
1,149
+196
| +21% | +$83.2K | 0.03% | 275 |
|
|
2021
Q2 | $391K | Buy |
+953
| New | +$391K | 0.03% | 307 |
|