Waverly Advisors’s Rocket Lab Corporation Common Stock RKLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Buy |
85,178
+4,259
| +5% | +$152K | 0.03% | 398 |
|
|
2025
Q1 | $1.45M | Sell |
80,919
-53,757
| -40% | -$961K | 0.02% | 539 |
|
|
2024
Q4 | $3.43M | Sell |
134,676
-37,546
| -22% | -$956K | 0.05% | 275 |
|
|
2024
Q3 | $1.68M | Buy |
172,222
+17
| +0% | +$165 | 0.03% | 364 |
|
|
2024
Q2 | $827K | Sell |
172,205
-200
| -0.1% | -$960 | 0.02% | 466 |
|
|
2024
Q1 | $709K | Buy |
172,405
+200
| +0.1% | +$822 | 0.02% | 419 |
|
|
2023
Q4 | $952K | Hold |
172,205
| – | – | 0.04% | 228 |
|
|
2023
Q3 | $754K | Hold |
172,205
| – | – | 0.03% | 221 |
|
|
2023
Q2 | $1.03M | Hold |
172,205
| – | – | 0.05% | 182 |
|
|
2023
Q1 | $696K | Hold |
172,205
| – | – | 0.04% | 161 |
|
|
2022
Q4 | $649K | Hold |
172,205
| – | – | 0.04% | 151 |
|
|
2022
Q3 | $701K | Hold |
172,205
| – | – | 0.05% | 131 |
|
|
2022
Q2 | $653K | Hold |
172,205
| – | – | 0.06% | 112 |
|
|
2022
Q1 | $1.39M | Buy |
+172,205
| New | +$1.39M | 0.12% | 62 |
|