Charles Schwab’s Daily Journal DJCO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.51M | Sell |
8,320
-212
| -2% | -$89.5K | ﹤0.01% | 2478 |
|
2025
Q1 | $3.39M | Sell |
8,532
-254
| -3% | -$101K | ﹤0.01% | 2432 |
|
2024
Q4 | $4.99M | Buy |
8,786
+164
| +2% | +$93.2K | ﹤0.01% | 2334 |
|
2024
Q3 | $4.23M | Buy |
8,622
+4,924
| +133% | +$2.41M | ﹤0.01% | 2454 |
|
2024
Q2 | $1.46M | Buy |
3,698
+127
| +4% | +$50.1K | ﹤0.01% | 2797 |
|
2024
Q1 | $1.29M | Buy |
3,571
+32
| +0.9% | +$11.6K | ﹤0.01% | 2718 |
|
2023
Q4 | $1.21M | Hold |
3,539
| – | – | ﹤0.01% | 2770 |
|
2023
Q3 | $1.04M | Sell |
3,539
-2
| -0.1% | -$588 | ﹤0.01% | 2783 |
|
2023
Q2 | $1.02M | Buy |
3,541
+348
| +11% | +$101K | ﹤0.01% | 2760 |
|
2023
Q1 | $910K | Buy |
3,193
+155
| +5% | +$44.2K | ﹤0.01% | 2759 |
|
2022
Q4 | $761K | Sell |
3,038
-124
| -4% | -$31.1K | ﹤0.01% | 2871 |
|
2022
Q3 | $811K | Buy |
3,162
+216
| +7% | +$55.4K | ﹤0.01% | 2852 |
|
2022
Q2 | $763K | Sell |
2,946
-77
| -3% | -$19.9K | ﹤0.01% | 2896 |
|
2022
Q1 | $944K | Buy |
3,023
+75
| +3% | +$23.4K | ﹤0.01% | 2868 |
|
2021
Q4 | $1.05M | Buy |
2,948
+100
| +4% | +$35.7K | ﹤0.01% | 2893 |
|
2021
Q3 | $913K | Sell |
2,848
-6
| -0.2% | -$1.92K | ﹤0.01% | 2904 |
|
2021
Q2 | $967K | Sell |
2,854
-26
| -0.9% | -$8.81K | ﹤0.01% | 2942 |
|
2021
Q1 | $912K | Buy |
2,880
+114
| +4% | +$36.1K | ﹤0.01% | 2889 |
|
2020
Q4 | $1.12M | Buy |
2,766
+5
| +0.2% | +$2.02K | ﹤0.01% | 2738 |
|
2020
Q3 | $669K | Sell |
2,761
-146
| -5% | -$35.4K | ﹤0.01% | 2797 |
|
2020
Q2 | $785K | Buy |
2,907
+86
| +3% | +$23.2K | ﹤0.01% | 2696 |
|
2020
Q1 | $645K | Buy |
2,821
+14
| +0.5% | +$3.2K | ﹤0.01% | 2622 |
|
2019
Q4 | $816K | Buy |
2,807
+33
| +1% | +$9.59K | ﹤0.01% | 2663 |
|
2019
Q3 | $687K | Hold |
2,774
| – | – | ﹤0.01% | 2678 |
|
2019
Q2 | $661K | Buy |
2,774
+166
| +6% | +$39.6K | ﹤0.01% | 2708 |
|
2019
Q1 | $559K | Sell |
2,608
-130
| -5% | -$27.9K | ﹤0.01% | 2722 |
|
2018
Q4 | $641K | Buy |
2,738
+346
| +14% | +$81K | ﹤0.01% | 2676 |
|
2018
Q3 | $577K | Buy |
2,392
+110
| +5% | +$26.5K | ﹤0.01% | 2783 |
|
2018
Q2 | $526K | Buy |
2,282
+282
| +14% | +$65K | ﹤0.01% | 2790 |
|
2018
Q1 | $457K | Hold |
2,000
| – | – | ﹤0.01% | 2759 |
|
2017
Q4 | $461K | Hold |
2,000
| – | – | ﹤0.01% | 2739 |
|
2017
Q3 | $438K | Hold |
2,000
| – | – | ﹤0.01% | 2756 |
|
2017
Q2 | $413K | Hold |
2,000
| – | – | ﹤0.01% | 2752 |
|
2017
Q1 | $429K | Hold |
2,000
| – | – | ﹤0.01% | 2697 |
|
2016
Q4 | $484K | Hold |
2,000
| – | – | ﹤0.01% | 2661 |
|
2016
Q3 | $438K | Hold |
2,000
| – | – | ﹤0.01% | 2656 |
|
2016
Q2 | $474K | Hold |
2,000
| – | – | ﹤0.01% | 2604 |
|
2016
Q1 | $392K | Hold |
2,000
| – | – | ﹤0.01% | 2678 |
|
2015
Q4 | $404K | Hold |
2,000
| – | – | ﹤0.01% | 2737 |
|
2015
Q3 | $373K | Hold |
2,000
| – | – | ﹤0.01% | 2739 |
|
2015
Q2 | $394K | Buy |
2,000
+700
| +54% | +$138K | ﹤0.01% | 2769 |
|
2015
Q1 | $239K | Hold |
1,300
| – | – | ﹤0.01% | 2909 |
|
2014
Q4 | $342K | Hold |
1,300
| – | – | ﹤0.01% | 2790 |
|
2014
Q3 | $235K | Hold |
1,300
| – | – | ﹤0.01% | 2890 |
|
2014
Q2 | $269K | Hold |
1,300
| – | – | ﹤0.01% | 2902 |
|
2014
Q1 | $225K | Hold |
1,300
| – | – | ﹤0.01% | 2909 |
|
2013
Q4 | $241K | Buy |
+1,300
| New | +$241K | ﹤0.01% | 2896 |
|