Roche Holding shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Roche Holding (RHHBY) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Roche Holding
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Quarterly reported holdings in Roche Holding by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.6M | 45k | 36.23 |
| 2023-09-30 | $1.4M | 40k | 33.93 |
| 2023-06-30 | $2.0M | 51k | 38.20 |
| 2023-03-31 | $984k | 27k | 35.86 |
| 2022-12-31 | $1.1M | 28k | 39.15 |
| 2022-09-30 | $1.1M | 27k | 40.61 |
| 2022-06-30 | $598k | 14k | 41.72 |
| 2022-03-31 | $875k | 18k | 49.39 |
| 2021-12-31 | $839k | 16k | 51.68 |
| 2021-09-30 | $1.1M | 25k | 45.45 |
| 2021-06-30 | $1.2M | 25k | 47.01 |
| 2021-03-31 | $897k | 22k | 40.55 |
| 2020-12-31 | $946k | 22k | 43.83 |
| 2020-09-30 | $831k | 19k | 42.80 |
| 2020-06-30 | $811k | 19k | 43.38 |
| 2020-03-31 | $804k | 20k | 40.56 |
| 2019-12-31 | $824k | 20k | 40.64 |
| 2019-09-30 | $209k | 5.7k | 36.47 |
| 2019-06-30 | $287k | 8.2k | 35.12 |
| 2019-03-31 | $220k | 6.4k | 34.36 |
| 2015-12-31 | $248k | 7.2k | 34.54 |
| 2015-06-30 | $204k | 5.8k | 35.07 |
| 2015-03-31 | $322k | 9.4k | 34.39 |
| 2014-12-31 | $325k | 9.6k | 33.98 |
| 2014-09-30 | $217k | 5.8k | 37.30 |
| 2014-06-30 | $217k | 5.8k | 37.30 |
| 2014-03-31 | $222k | 5.9k | 37.49 |
| 2013-12-31 | $218k | 3.1k | 70.19 |
| 2011-06-30 | $214k | 5.1k | 41.80 |