Philip James Wealth Mangement’s Rocket Companies RKT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10.8M	Sell	763,667 -2,530	-0.3%	-$35.9K	1.38%	14
2025 Q1	$9.25M	Buy	766,197 +461,472	+151%	+$5.57M	1.13%	16
2024 Q4	$3.43M	Sell	304,725 -50,216	-14%	-$565K	0.44%	50
2024 Q3	$6.81M	Buy	+354,941	New	+$6.81M	0.84%	28