Robertson Stephens Wealth Management’s Newmark Group NMRK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.97M Buy
326,724
+2,516
+0.8% +$30.6K 0.13% 122
2025
Q1
$3.95M Buy
324,208
+5,023
+2% +$61.1K 0.14% 125
2024
Q4
$4.09M Buy
319,185
+5,186
+2% +$66.4K 0.14% 127
2024
Q3
$4.88M Buy
313,999
+5,978
+2% +$92.8K 0.18% 114
2024
Q2
$3.15M Buy
308,021
+16,761
+6% +$171K 0.16% 114
2024
Q1
$3.23M Buy
291,260
+4,726
+2% +$52.4K 0.17% 106
2023
Q4
$3.14M Buy
286,534
+404
+0.1% +$4.43K 0.19% 97
2023
Q3
$1.84M Buy
286,130
+20,879
+8% +$134K 0.12% 148
2023
Q2
$1.65M Buy
265,251
+31,795
+14% +$198K 0.12% 148
2023
Q1
$1.65M Buy
233,456
+4,266
+2% +$30.2K 0.13% 147
2022
Q4
$1.83M Buy
229,190
+12,587
+6% +$100K 0.18% 115
2022
Q3
$1.75M Buy
216,603
+4,871
+2% +$39.2K 0.18% 103
2022
Q2
$2.05M Sell
211,732
-340
-0.2% -$3.29K 0.19% 100
2022
Q1
$3.38M Buy
212,072
+8,078
+4% +$129K 0.28% 74
2021
Q4
$3.81M Sell
203,994
-10,257
-5% -$192K 0.32% 69
2021
Q3
$3.07M Buy
214,251
+6,388
+3% +$91.4K 0.35% 56
2021
Q2
$2.5M Sell
207,863
-59,833
-22% -$718K 0.3% 61
2021
Q1
$2.68M Buy
267,696
+90
+0% +$900 0.43% 49
2020
Q4
$1.95M Buy
267,606
+45,234
+20% +$330K 0.41% 50
2020
Q3
$960K Buy
222,372
+13,149
+6% +$56.8K 0.24% 82
2020
Q2
$1.02M Sell
209,223
-50,056
-19% -$243K 0.29% 67
2020
Q1
$1.1M Buy
+259,279
New +$1.1M 0.38% 59