RSWM
Robertson Stephens Wealth Management’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
2,627
-77
| -3% | -$31.1K | 0.03% | 263 |
|
|
2025
Q1 | $1.13M | Sell |
2,704
-1,038
| -28% | -$436K | 0.04% | 248 |
|
|
2024
Q4 | $1.81M | Sell |
3,742
-904
| -19% | -$438K | 0.06% | 204 |
|
|
2024
Q3 | $2.35M | Buy |
4,646
+1,218
| +36% | +$617K | 0.09% | 180 |
|
|
2024
Q2 | $1.54M | Buy |
3,428
+2,226
| +185% | +$1,000K | 0.08% | 167 |
|
|
2024
Q1 | $573K | Buy |
1,202
+1
| +0.1% | +$477 | 0.03% | 322 |
|
|
2023
Q4 | $542K | Buy |
1,201
+13
| +1% | +$5.86K | 0.03% | 297 |
|
|
2023
Q3 | $408K | Buy |
1,188
+30
| +3% | +$10.3K | 0.03% | 332 |
|
|
2023
Q2 | $406K | Buy |
1,158
+28
| +2% | +$9.81K | 0.03% | 309 |
|
|
2023
Q1 | $368K | Buy |
1,130
+123
| +12% | +$40.1K | 0.03% | 337 |
|
|
2022
Q4 | $338K | Sell |
1,007
-37
| -4% | -$12.4K | 0.03% | 312 |
|
|
2022
Q3 | $288K | Hold |
1,044
| – | – | 0.03% | 283 |
|
|
2022
Q2 | $252K | Sell |
1,044
-7
| -0.7% | -$1.69K | 0.02% | 316 |
|
|
2022
Q1 | $312K | Sell |
1,051
-9
| -0.8% | -$2.67K | 0.03% | 303 |
|
|
2021
Q4 | $354K | Buy |
+1,060
| New | +$354K | 0.03% | 295 |
|