Charles Schwab’s Whole Earth Brands, Inc. Class A Common Stock FREE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $433K | Buy |
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|
2024
Q1 | $61.7K | Hold |
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|
2023
Q4 | $43.5K | Hold |
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|
2023
Q3 | $46K | Hold |
|
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|
2023
Q2 | $51.3K | Sell |
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|
2023
Q1 | $264K | Hold |
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|
2022
Q4 | $420K | Buy |
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|
2022
Q3 | $393K | Sell |
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|
2022
Q2 | $696K | Buy |
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|
2022
Q1 | $700K | Buy |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $1.07M | Sell |
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|
2021
Q2 | $1.34M | Buy |
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|
2021
Q1 | $176K | Hold |
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|
2020
Q4 | $147K | Buy |
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