RSWM
Robertson Stephens Wealth Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Buy |
582
+4
| +0.7% | +$2.31K | 0.01% | 433 |
|
|
2025
Q1 | $327K | Sell |
578
-185
| -24% | -$105K | 0.01% | 435 |
|
|
2024
Q4 | $458K | Sell |
763
-2,095
| -73% | -$1.26M | 0.02% | 369 |
|
|
2024
Q3 | $1.67M | Buy |
2,858
+766
| +37% | +$447K | 0.06% | 213 |
|
|
2024
Q2 | $1.01M | Buy |
2,092
+416
| +25% | +$200K | 0.05% | 226 |
|
|
2024
Q1 | $939K | Buy |
1,676
+1,240
| +284% | +$695K | 0.05% | 240 |
|
|
2023
Q4 | $247K | Buy |
436
+7
| +2% | +$3.96K | 0.02% | 409 |
|
|
2023
Q3 | $220K | Buy |
+429
| New | +$220K | 0.01% | 417 |
|
|
2023
Q2 | – | Sell |
-391
| Closed | -$219K | – | 442 |
|
|
2023
Q1 | $219K | Buy |
+391
| New | +$219K | 0.02% | 412 |
|
|
2022
Q1 | – | Sell |
-422
| Closed | -$258K | – | 398 |
|
|
2021
Q4 | $258K | Buy |
+422
| New | +$258K | 0.02% | 339 |
|