IVP
Intrinsic Value Partners’s Rocket Companies RKT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Sell |
28,630
-400
| -1% | -$5.67K | 0.36% | 49 |
|
|
2025
Q1 | $350K | Sell |
29,030
-920
| -3% | -$11.1K | 0.35% | 52 |
|
|
2024
Q4 | $337K | Sell |
29,950
-2,500
| -8% | -$28.2K | 0.34% | 51 |
|
|
2024
Q3 | $623K | Sell |
32,450
-2,695
| -8% | -$51.7K | 0.62% | 34 |
|
|
2024
Q2 | $481K | Sell |
35,145
-245
| -0.7% | -$3.36K | 0.5% | 39 |
|
|
2024
Q1 | $515K | Sell |
35,390
-500
| -1% | -$7.28K | 0.55% | 41 |
|
|
2023
Q4 | $520K | Sell |
35,890
-1,350
| -4% | -$19.5K | 0.61% | 35 |
|
|
2023
Q3 | $305K | Sell |
37,240
-3,740
| -9% | -$30.6K | 0.39% | 44 |
|
|
2023
Q2 | $367K | Sell |
40,980
-670
| -2% | -$6K | 0.46% | 39 |
|
|
2023
Q1 | $377K | Sell |
41,650
-7,630
| -15% | -$69.1K | 0.51% | 41 |
|
|
2022
Q4 | $345K | Sell |
49,280
-4,200
| -8% | -$29.4K | 0.47% | 43 |
|
|
2022
Q3 | $338K | Sell |
53,480
-70
| -0.1% | -$442 | 0.47% | 43 |
|
|
2022
Q2 | $394K | Buy |
53,550
+32,800
| +158% | +$241K | 0.5% | 41 |
|
|
2022
Q1 | $231K | Hold |
20,750
| – | – | 0.24% | 44 |
|
|
2021
Q4 | $291K | Buy |
+20,750
| New | +$291K | 0.31% | 40 |
|