Robertson Stephens Wealth Management, LLC FIDELITY WISE ORIGIN BITCOIN Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025
Number of Shares
4,196
Previous 4,736 11.4%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
N/A
-540 Reduced 11.4%
4,196 $0
Q1 2025

Apr 17, 2025
BUY
N/A
928 Added 24.37%
4,736 $0
Q4 2024

Jan 27, 2025
SELL
N/A
-789 Reduced 17.16%
3,808 $0
Q3 2024

Nov 12, 2024
BUY
N/A
581 Added 14.47%
4,597 $0
Q2 2024

Aug 13, 2024
BUY
N/A
4,016 New
4,016 $0
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