Wealth Management Associates’s Rocket Companies RKT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684K | Buy |
48,260
+300
| +0.6% | +$4.25K | 0.27% | 75 |
|
|
2025
Q1 | $579K | Sell |
47,960
-230
| -0.5% | -$2.78K | 0.25% | 78 |
|
|
2024
Q4 | $543K | Sell |
48,190
-750
| -2% | -$8.45K | 0.23% | 82 |
|
|
2024
Q3 | $939K | Sell |
48,940
-670
| -1% | -$12.9K | 0.41% | 55 |
|
|
2024
Q2 | $680K | Hold |
49,610
| – | – | 0.32% | 66 |
|
|
2024
Q1 | $680K | Buy |
49,610
+2,510
| +5% | +$34.4K | 0.32% | 66 |
|
|
2023
Q4 | $682K | Buy |
+47,100
| New | +$682K | 0.36% | 63 |
|