RWM
Ritholtz Wealth Management’s Taylor Devices TAYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Sell |
5,749
-764
| -12% | -$33.2K | 0.01% | 854 |
|
|
2025
Q1 | $210K | Sell |
6,513
-3,217
| -33% | -$104K | 0.01% | 851 |
|
|
2024
Q4 | $405K | Sell |
9,730
-5,051
| -34% | -$210K | 0.01% | 618 |
|
|
2024
Q3 | $738K | Buy |
14,781
+5,561
| +60% | +$278K | 0.02% | 452 |
|
|
2024
Q2 | $415K | Buy |
9,220
+5,103
| +124% | +$230K | 0.01% | 572 |
|
|
2024
Q1 | $205K | Buy |
+4,117
| New | +$205K | 0.01% | 738 |
|