Number of Shares
18,337
Previous 27,167 32.5%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025

SELL
N/A
-8,830 Reduced 32.5%
18,337 $0
Q3 2024

Nov 12, 2024

BUY
N/A
7,479 Added 37.99%
27,167 $0
Q2 2024

Aug 13, 2024

BUY
N/A
8,896 Added 82.43%
19,688 $0
Q1 2024

May 15, 2024

BUY
N/A
10,792 New
10,792 $0
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.