Charles Schwab’s Biote Corp BTMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Buy |
83,339
+7,601
| +10% | +$30.6K | ﹤0.01% | 3280 |
|
|
2025
Q1 | $252K | Hold |
75,738
| – | – | ﹤0.01% | 3235 |
|
|
2024
Q4 | $468K | Buy |
75,738
+5,215
| +7% | +$32.2K | ﹤0.01% | 3158 |
|
|
2024
Q3 | $394K | Hold |
70,523
| – | – | ﹤0.01% | 3218 |
|
|
2024
Q2 | $527K | Buy |
70,523
+31,407
| +80% | +$235K | ﹤0.01% | 3174 |
|
|
2024
Q1 | $227K | Hold |
39,116
| – | – | ﹤0.01% | 3220 |
|
|
2023
Q4 | $193K | Hold |
39,116
| – | – | ﹤0.01% | 3278 |
|
|
2023
Q3 | $200K | Hold |
39,116
| – | – | ﹤0.01% | 3290 |
|
|
2023
Q2 | $264K | Buy |
+39,116
| New | +$264K | ﹤0.01% | 3258 |
|