RSWM
Robertson Stephens Wealth Management’s Bloom Energy BE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Buy |
14,459
+1,000
| +7% | +$23.9K | 0.01% | 428 |
|
|
2025
Q1 | $265K | Hold |
13,459
| – | – | 0.01% | 467 |
|
|
2024
Q4 | $299K | Sell |
13,459
-500
| -4% | -$11.1K | 0.01% | 467 |
|
|
2024
Q3 | $147K | Sell |
13,959
-47
| -0.3% | -$496 | 0.01% | 606 |
|
|
2024
Q2 | $171K | Sell |
14,006
-2,524
| -15% | -$30.9K | 0.01% | 479 |
|
|
2024
Q1 | $186K | Buy |
16,530
+237
| +1% | +$2.66K | 0.01% | 482 |
|
|
2023
Q4 | $241K | Buy |
16,293
+3,000
| +23% | +$44.4K | 0.01% | 415 |
|
|
2023
Q3 | $176K | Buy |
13,293
+2,334
| +21% | +$30.9K | 0.01% | 433 |
|
|
2023
Q2 | $179K | Hold |
10,959
| – | – | 0.01% | 407 |
|
|
2023
Q1 | $218K | Hold |
10,959
| – | – | 0.02% | 413 |
|
|
2022
Q4 | $210K | Hold |
10,959
| – | – | 0.02% | 385 |
|
|
2022
Q3 | $219K | Hold |
10,959
| – | – | 0.02% | 325 |
|
|
2022
Q2 | $180K | Hold |
10,959
| – | – | 0.02% | 358 |
|
|
2022
Q1 | $264K | Hold |
10,959
| – | – | 0.02% | 332 |
|
|
2021
Q4 | $240K | Sell |
10,959
-7
| -0.1% | -$153 | 0.02% | 353 |
|
|
2021
Q3 | $205K | Hold |
10,966
| – | – | 0.02% | 298 |
|
|
2021
Q2 | $294K | Sell |
10,966
-164
| -1% | -$4.4K | 0.04% | 266 |
|
|
2021
Q1 | $301K | Buy |
11,130
+2,661
| +31% | +$72K | 0.05% | 234 |
|
|
2020
Q4 | $242K | Buy |
+8,469
| New | +$242K | 0.05% | 214 |
|