Charles Schwab’s CVRx CVRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Buy |
47,293
+5,388
| +13% | +$31.7K | ﹤0.01% | 3334 |
|
|
2025
Q1 | $512K | Buy |
41,905
+4,751
| +13% | +$58.1K | ﹤0.01% | 3079 |
|
|
2024
Q4 | $471K | Hold |
37,154
| – | – | ﹤0.01% | 3157 |
|
|
2024
Q3 | $327K | Hold |
37,154
| – | – | ﹤0.01% | 3268 |
|
|
2024
Q2 | $445K | Buy |
37,154
+5,921
| +19% | +$71K | ﹤0.01% | 3248 |
|
|
2024
Q1 | $569K | Hold |
31,233
| – | – | ﹤0.01% | 2973 |
|
|
2023
Q4 | $982K | Hold |
31,233
| – | – | ﹤0.01% | 2838 |
|
|
2023
Q3 | $474K | Sell |
31,233
-560
| -2% | -$8.5K | ﹤0.01% | 3052 |
|
|
2023
Q2 | $491K | Buy |
+31,793
| New | +$491K | ﹤0.01% | 3065 |
|
|
2022
Q2 | – | Sell |
-24,898
| Closed | -$150K | – | 3563 |
|
|
2022
Q1 | $150K | Buy |
24,898
+3,102
| +14% | +$18.7K | ﹤0.01% | 3354 |
|
|
2021
Q4 | $267K | Buy |
21,796
+1,928
| +10% | +$23.6K | ﹤0.01% | 3304 |
|
|
2021
Q3 | $329K | Buy |
+19,868
| New | +$329K | ﹤0.01% | 3242 |
|