ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC – Transaction History
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC portfolio value:
19.54M
portfolio value
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC quarter portfolio value change:
-1.75%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.70% | 44.97K shares | 723K | 834.39K | |
| Q2 2022 | share | Increase | +1.80% | 13.98K shares | -2.01M | 789.41K | |
| Q1 2022 | share | Decrease | -2.21% | -17.55K shares | -2.32M | 775.43K | |
| Q4 2021 | share | Increase | +0.02% | 196 shares | 2.37M | 792.99K | |
| Q3 2021 | share | Increase | +2.36% | 18.25K shares | 201K | 792.79K | |
| Q2 2021 | share | Increase | 0.00% | 774.54K shares | 20.58M | 774.54K |