Robertson Stephens Wealth Management’s Teradyne TER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,129
Closed -$394K 582
2024
Q4
$394K Sell
3,129
-3,424
-52% -$431K 0.01% 406
2024
Q3
$878K Sell
6,553
-2,233
-25% -$299K 0.03% 299
2024
Q2
$1.3M Sell
8,786
-32
-0.4% -$4.75K 0.07% 188
2024
Q1
$995K Sell
8,818
-130
-1% -$14.7K 0.05% 232
2023
Q4
$971K Hold
8,948
0.06% 224
2023
Q3
$899K Sell
8,948
-4
-0% -$402 0.06% 221
2023
Q2
$997K Sell
8,952
-1,250
-12% -$139K 0.07% 193
2023
Q1
$1.1M Sell
10,202
-1,103
-10% -$119K 0.08% 190
2022
Q4
$987K Buy
11,305
+54
+0.5% +$4.72K 0.1% 175
2022
Q3
$845K Sell
11,251
-26,279
-70% -$1.97M 0.09% 169
2022
Q2
$3.36M Sell
37,530
-89
-0.2% -$7.97K 0.32% 66
2022
Q1
$4.45M Buy
37,619
+356
+1% +$42.1K 0.37% 52
2021
Q4
$6.09M Buy
+37,263
New +$6.09M 0.51% 41