Robertson Stephens Wealth Management, LLC Schwab Fundamental Intl Large Transaction History

Robertson Stephens Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$32.59 - $35.65 $10,233 - $11,194	-314 Reduced 1.37%	22,638 $806,000
Q3 2023 Nov 13, 2023	BUY	$31.51 - $33.54 $16,353 - $17,407	519 Added 2.31%	22,952 $726,000
Q2 2023 Aug 11, 2023	SELL	$30.91 - $33.09 $50,846 - $54,433	-1,645 Reduced 6.83%	22,433 $724,000
Q1 2023 May 11, 2023	BUY	$29.24 - $31.97 $48,099 - $52,590	1,645 Added 7.33%	24,078 $752,000
Q4 2022 Feb 14, 2023	SELL	$25.2 - $30.35 $18,496 - $22,276	-734 Reduced 3.17%	22,433 $652,000
Q3 2022 Nov 14, 2022	BUY	$25.15 - $29.74 $5,256 - $6,215	209 Added 0.91%	23,167 $582,000
Q4 2021 Feb 14, 2022	BUY	$31.55 - $34.05 $41,993 - $45,320	1,331 Added 6.15%	22,958 $747,000
Q3 2020 Nov 10, 2020	BUY	$23.74 - $25.78 $513,424 - $557,544	21,627 New	21,627 $531,000

591

289M

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