Robertson Stephens Wealth Management, LLC Spdr Bloomberg Convertible Sec Transaction History

Robertson Stephens Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$76.21 - $82.24 $5.22 Million - $5.64 Million	68,525 New	68,525 $5.34 Million
Q4 2022 Feb 14, 2023	SELL	$62.9 - $67.01 $53,590 - $57,092	-852 Reduced 18.37%	3,787 $243,000
Q3 2022 Nov 14, 2022	SELL	$63.3 - $71.11 $150,654 - $169,241	-2,380 Reduced 33.91%	4,639 $293,000
Q2 2022 Aug 12, 2022	BUY	$63.06 - $78.0 $442,618 - $547,482	7,019 New	7,019 $453,000
Q1 2020 May 01, 2020	SELL	$40.96 - $60.38 $827,842 - $1.22 Million	-20,211 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$51.66 - $55.76 $664,450 - $717,185	-12,862 Reduced 38.89%	20,211 $1.12 Million
Q3 2019 Nov 14, 2019	BUY	$52.13 - $53.3 $524,949 - $536,731	10,070 Added 43.78%	33,073 $1.74 Million
Q2 2019 Jul 31, 2019	BUY	N/A	469 Added 2.08%	23,003 $1.22 Million
Q1 2019 May 15, 2019	BUY	N/A	2,323 Added 11.49%	22,534 $1.18 Million
Q4 2018 Feb 12, 2019	BUY	N/A	20,211 New	20,211 $946,000

559

38.7M

700

900

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

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