Gerber Kawasaki Wealth & Investment Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,840
| Closed | -$274K | – | 326 |
|
|
2025
Q1 | $274K | Buy |
3,840
+28
| +0.7% | +$2K | 0.01% | 257 |
|
|
2024
Q4 | $334K | Buy |
3,812
+113
| +3% | +$9.91K | 0.01% | 223 |
|
|
2024
Q3 | $309K | Buy |
3,699
+163
| +5% | +$13.6K | 0.01% | 227 |
|
|
2024
Q2 | $269K | Buy |
3,536
+44
| +1% | +$3.35K | 0.01% | 241 |
|
|
2024
Q1 | $251K | Sell |
3,492
-23
| -0.7% | -$1.65K | 0.01% | 245 |
|
|
2023
Q4 | $263K | Buy |
+3,515
| New | +$263K | 0.02% | 221 |
|