Robertson Stephens Wealth Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $313K | Sell |
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|
2025
Q2 | $336K | Buy |
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|
2025
Q1 | $327K | Sell |
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|
2024
Q4 | $458K | Sell |
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|
2024
Q3 | $1.67M | Buy |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $939K | Buy |
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|
2023
Q4 | $247K | Buy |
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|
2023
Q3 | $220K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $219K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $258K | Buy |
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