RWM
Ritholtz Wealth Management’s TIM SA TIMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Buy |
150,352
+53,326
| +55% | +$1.07M | 0.07% | 198 |
|
|
2025
Q1 | $1.52M | Buy |
97,026
+29,302
| +43% | +$459K | 0.05% | 306 |
|
|
2024
Q4 | $796K | Buy |
67,724
+4,997
| +8% | +$58.8K | 0.02% | 433 |
|
|
2024
Q3 | $1.08M | Buy |
62,727
+25,337
| +68% | +$436K | 0.03% | 356 |
|
|
2024
Q2 | $535K | Sell |
37,390
-12,225
| -25% | -$175K | 0.02% | 499 |
|
|
2024
Q1 | $881K | Buy |
49,615
+9,236
| +23% | +$164K | 0.03% | 392 |
|
|
2023
Q4 | $746K | Buy |
40,379
+16,390
| +68% | +$303K | 0.03% | 397 |
|
|
2023
Q3 | $357K | Buy |
+23,989
| New | +$357K | 0.02% | 517 |
|
|
2023
Q1 | – | Sell |
-47,445
| Closed | -$553K | – | 670 |
|
|
2022
Q4 | $553K | Buy |
47,445
+11,326
| +31% | +$132K | 0.03% | 349 |
|
|
2022
Q3 | $404K | Buy |
36,119
+3,126
| +9% | +$35K | 0.02% | 456 |
|
|
2022
Q2 | $401K | Buy |
32,993
+16,760
| +103% | +$204K | 0.03% | 367 |
|
|
2022
Q1 | $235K | Buy |
+16,233
| New | +$235K | 0.02% | 470 |
|
|
2021
Q1 | – | Sell |
-12,876
| Closed | -$179K | – | 450 |
|
|
2020
Q4 | $179K | Sell |
12,876
-7,874
| -38% | -$109K | 0.02% | 353 |
|
|
2020
Q3 | $239K | Buy |
20,750
+3,909
| +23% | +$45K | 0.03% | 244 |
|
|
2020
Q2 | $218K | Buy |
+16,841
| New | +$218K | 0.03% | 230 |
|