RSWM
Robertson Stephens Wealth Management’s Alcoa AA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-132,479
| Closed | -$4.04M | – | 543 |
|
|
2025
Q1 | $4.04M | Buy |
+132,479
| New | +$4.04M | 0.14% | 122 |
|
|
2023
Q4 | – | Sell |
-13,005
| Closed | -$378K | – | 442 |
|
|
2023
Q3 | $378K | Buy |
13,005
+5,751
| +79% | +$167K | 0.03% | 350 |
|
|
2023
Q2 | $246K | Buy |
7,254
+1,397
| +24% | +$47.4K | 0.02% | 379 |
|
|
2023
Q1 | $249K | Sell |
5,857
-3,993
| -41% | -$170K | 0.02% | 392 |
|
|
2022
Q4 | $448K | Buy |
9,850
+500
| +5% | +$22.7K | 0.04% | 272 |
|
|
2022
Q3 | $314K | Buy |
+9,350
| New | +$314K | 0.03% | 271 |
|