Charles Schwab’s ClearPoint Neuro CLPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.72M | Hold |
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|
2025
Q2 | $942K | Buy |
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|
2025
Q1 | $123K | Hold |
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|
2024
Q4 | $159K | Hold |
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|
2024
Q3 | $116K | Hold |
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|
2024
Q2 | $55.9K | Sell |
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|
2024
Q1 | $427K | Hold |
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|
2023
Q4 | $426K | Hold |
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|
2023
Q3 | $314K | Hold |
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|
2023
Q2 | $454K | Buy |
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|
2023
Q1 | $87.5K | Hold |
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|
2022
Q4 | $87.8K | Hold |
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|
2022
Q3 | $108K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $520K | Buy |
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|
2021
Q4 | $532K | Hold |
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|
2021
Q3 | $841K | Buy |
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|
2021
Q2 | $883K | Buy |
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