Robertson Stephens Wealth Management, LLC VERALTO CORP Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.84 Billion
  • Q1 2025
Number of Shares
2,961
Previous 3,811 22.3%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
N/A
-850 Reduced 22.3%
2,961 $0
Q4 2024

Jan 27, 2025
SELL
N/A
-503 Reduced 11.66%
3,811 $0
Q3 2024

Nov 12, 2024
SELL
N/A
-1,578 Reduced 26.78%
4,314 $0
Q2 2024

Aug 13, 2024
SELL
N/A
-1,251 Reduced 17.51%
5,892 $0
Q1 2024

May 15, 2024
SELL
N/A
-114 Reduced 1.57%
7,143 $0
Q4 2023

Feb 06, 2024
SELL
N/A
-54 Reduced 0.74%
7,257 $0
Q3 2023

Nov 13, 2023
BUY
N/A
7,311 New
7,311 $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.

Choose your preferred platform and Sign Up 👇 Telegram Email