Charles Schwab’s DocGo DCGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Sell
692,148
-17,526
-2% -$27.5K ﹤0.01% 2873
2025
Q1
$1.87M Sell
709,674
-58,903
-8% -$156K ﹤0.01% 2637
2024
Q4
$3.26M Sell
768,577
-1,633
-0.2% -$6.92K ﹤0.01% 2525
2024
Q3
$2.56M Buy
770,210
+40,150
+5% +$133K ﹤0.01% 2635
2024
Q2
$2.26M Buy
730,060
+47,416
+7% +$147K ﹤0.01% 2670
2024
Q1
$2.76M Buy
682,644
+14,792
+2% +$59.8K ﹤0.01% 2503
2023
Q4
$3.73M Buy
667,852
+21,210
+3% +$119K ﹤0.01% 2427
2023
Q3
$3.45M Buy
646,642
+41,361
+7% +$220K ﹤0.01% 2418
2023
Q2
$5.67M Sell
605,281
-3,936
-0.6% -$36.9K ﹤0.01% 2194
2023
Q1
$5.27M Sell
609,217
-2,497
-0.4% -$21.6K ﹤0.01% 2180
2022
Q4
$4.32M Buy
611,714
+27,397
+5% +$194K ﹤0.01% 2295
2022
Q3
$5.8M Buy
584,317
+39,017
+7% +$387K ﹤0.01% 2134
2022
Q2
$3.89M Buy
545,300
+165,173
+43% +$1.18M ﹤0.01% 2298
2022
Q1
$3.52M Buy
380,127
+9,397
+3% +$86.9K ﹤0.01% 2449
2021
Q4
$3.47M Buy
+370,730
New +$3.47M ﹤0.01% 2531