Robertson Stephens Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Robertson Stephens Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	BUY	$44.78 - $49.41 $234,154 - $258,364	5,229 New	5,229 $252,000
Q3 2022 Nov 14, 2022	SELL	$42.35 - $51.01 $325,629 - $392,215	-7,689 Reduced 57.83%	5,608 $237,000
Q2 2022 Aug 12, 2022	BUY	$43.35 - $54.51 $344,979 - $433,790	7,958 Added 149.05%	13,297 $593,000
Q1 2022 May 16, 2022	BUY	$49.51 - $57.27 $124,171 - $143,633	2,508 Added 88.59%	5,339 $287,000
Q4 2021 Feb 14, 2022	BUY	$51.9 - $57.29 $36,900 - $40,733	711 Added 33.54%	2,831 $322,000
Q3 2021 Nov 10, 2021	SELL	$51.52 - $54.94 $7,470 - $7,966	-145 Reduced 6.4%	2,120 $220,000
Q2 2021 Aug 17, 2021	SELL	$48.62 - $52.01 $5,445 - $5,825	-112 Reduced 4.71%	2,265 $235,000
Q1 2021 May 07, 2021	SELL	$44.9 - $48.34 $24,695 - $26,587	-550 Reduced 18.79%	2,377 $228,000
Q4 2020 Feb 10, 2021	SELL	$39.35 - $45.48 $9,719 - $11,233	-247 Reduced 7.78%	2,927 $266,000
Q3 2020 Nov 10, 2020	BUY	$37.26 - $43.03 $118,263 - $136,577	3,174 New	3,174 $255,000

1,353

349M

34.3K

1.2K

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