AWM
Aries Wealth Management’s Rocket Lab Corporation Common Stock RKLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $884K | Hold |
24,708
| – | – | 0.23% | 99 |
|
|
2025
Q1 | $442K | Sell |
24,708
-6,330
| -20% | -$113K | 0.12% | 147 |
|
|
2024
Q4 | $791K | Sell |
31,038
-19,436
| -39% | -$495K | 0.22% | 103 |
|
|
2024
Q3 | $491K | Sell |
50,474
-2,950
| -6% | -$28.7K | 0.14% | 137 |
|
|
2024
Q2 | $256K | Hold |
53,424
| – | – | 0.08% | 176 |
|
|
2024
Q1 | $220K | Hold |
53,424
| – | – | 0.07% | 192 |
|
|
2023
Q4 | $295K | Sell |
53,424
-11,000
| -17% | -$60.8K | 0.11% | 155 |
|
|
2023
Q3 | $287K | Sell |
64,424
-6,455
| -9% | -$28.8K | 0.11% | 158 |
|
|
2023
Q2 | $425K | Hold |
70,879
| – | – | 0.16% | 126 |
|
|
2023
Q1 | $286K | Hold |
70,879
| – | – | 0.12% | 149 |
|
|
2022
Q4 | $267K | Hold |
70,879
| – | – | 0.12% | 154 |
|
|
2022
Q3 | $361K | Hold |
70,879
| – | – | 0.16% | 124 |
|
|
2022
Q2 | $269K | Buy |
+70,879
| New | +$269K | 0.12% | 136 |
|