Frank Rimerman Advisors’s Nasdaq NDAQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$753K Sell
8,426
-443
-5% -$39.6K 0.05% 261
2025
Q1
$673K Sell
8,869
-205
-2% -$15.6K 0.05% 258
2024
Q4
$702K Buy
9,074
+342
+4% +$26.4K 0.05% 249
2024
Q3
$638K Sell
8,732
-82
-0.9% -$5.99K 0.05% 287
2024
Q2
$531K Buy
+8,814
New +$531K 0.04% 327