Robertson Stephens Wealth Management’s Teradyne TER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,129
Closed -$394K 590
2024
Q4
$394K Sell
3,129
-3,424
-52% -$405K 0.01% 409
2024
Q3
$878K Sell
6,553
-2,233
-25% -$301K 0.03% 300
2024
Q2
$1.3M Sell
8,786
-32
-0.4% -$4.06K 0.07% 189
2024
Q1
$995K Sell
8,818
-130
-1% -$13.5K 0.05% 234
2023
Q4
$971K Hold
8,948
0.06% 225
2023
Q3
$899K Sell
8,948
-4
-0% -$422 0.06% 221
2023
Q2
$997K Sell
8,952
-1,250
-12% -$125K 0.07% 194
2023
Q1
$1.1M Sell
10,202
-1,103
-10% -$113K 0.08% 190
2022
Q4
$987K Buy
11,305
+54
+0.5% +$4.63K 0.1% 176
2022
Q3
$845K Sell
11,251
-26,279
-70% -$2.4M 0.1% 171
2022
Q2
$3.36M Sell
37,530
-89
-0.2% -$9.26K 0.33% 68
2022
Q1
$4.45M Buy
37,619
+356
+1% +$45.1K 0.38% 53
2021
Q4
$6.09M Buy
+37,263
New +$5.24M 0.52% 42

Other funds holding TER