Gerber Kawasaki Wealth & Investment Management’s Trupanion TRUP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-705
| Closed | -$54K | – | 1029 |
|
|
2021
Q3 | $54K | Buy |
+705
| New | +$54K | 0.01% | 317 |
|
|
2019
Q1 | – | Sell |
-8,820
| Closed | -$224K | – | 123 |
|
|
2018
Q4 | $224K | Sell |
8,820
-113,193
| -93% | -$2.87M | 0.08% | 97 |
|
|
2018
Q3 | $3.94M | Sell |
122,013
-23,347
| -16% | -$753K | 1.07% | 28 |
|
|
2018
Q2 | $5.58M | Buy |
145,360
+4,492
| +3% | +$173K | 1.67% | 21 |
|
|
2018
Q1 | $4.21M | Buy |
140,868
+22,133
| +19% | +$661K | 1.36% | 23 |
|
|
2017
Q4 | $3.48M | Buy |
118,735
+16,629
| +16% | +$487K | 1.2% | 28 |
|
|
2017
Q3 | $2.78M | Buy |
102,106
+43,169
| +73% | +$1.18M | 1.01% | 30 |
|
|
2017
Q2 | $1.3M | Buy |
+58,937
| New | +$1.3M | 0.49% | 47 |
|