Charles Schwab’s Inovio Pharmaceuticals INO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.4K | Sell |
12,013
-86,482
| -88% | -$176K | ﹤0.01% | 3485 |
|
|
2025
Q1 | $161K | Buy |
98,495
+27,429
| +39% | +$44.7K | ﹤0.01% | 3284 |
|
|
2024
Q4 | $130K | Hold |
71,066
| – | – | ﹤0.01% | 3376 |
|
|
2024
Q3 | $411K | Sell |
71,066
-33
| -0% | -$191 | ﹤0.01% | 3212 |
|
|
2024
Q2 | $574K | Buy |
71,099
+60,024
| +542% | +$485K | ﹤0.01% | 3135 |
|
|
2024
Q1 | $154K | Sell |
11,075
-1
| -0% | -$14 | ﹤0.01% | 3265 |
|
|
2023
Q4 | $67.8K | Hold |
11,076
| – | – | ﹤0.01% | 3374 |
|
|
2023
Q3 | $51.7K | Sell |
11,076
-94,004
| -89% | -$439K | ﹤0.01% | 3404 |
|
|
2023
Q2 | $563K | Sell |
105,080
-41,788
| -28% | -$224K | ﹤0.01% | 2994 |
|
|
2023
Q1 | $1.45M | Sell |
146,868
-9,015
| -6% | -$88.7K | ﹤0.01% | 2611 |
|
|
2022
Q4 | $2.92M | Buy |
155,883
+4,390
| +3% | +$82.2K | ﹤0.01% | 2443 |
|
|
2022
Q3 | $3.14M | Buy |
151,493
+14,657
| +11% | +$303K | ﹤0.01% | 2444 |
|
|
2022
Q2 | $2.84M | Buy |
136,836
+9,286
| +7% | +$193K | ﹤0.01% | 2439 |
|
|
2022
Q1 | $5.5M | Buy |
127,550
+4,574
| +4% | +$197K | ﹤0.01% | 2228 |
|
|
2021
Q4 | $7.36M | Buy |
122,976
+2,086
| +2% | +$125K | ﹤0.01% | 2153 |
|
|
2021
Q3 | $10.4M | Buy |
120,890
+1,421
| +1% | +$122K | ﹤0.01% | 1985 |
|
|
2021
Q2 | $13.3M | Buy |
119,469
+5,438
| +5% | +$605K | ﹤0.01% | 1848 |
|
|
2021
Q1 | $12.7M | Buy |
114,031
+22,741
| +25% | +$2.53M | ﹤0.01% | 1816 |
|
|
2020
Q4 | $9.7M | Buy |
91,290
+1,614
| +2% | +$171K | ﹤0.01% | 1884 |
|
|
2020
Q3 | $12.5M | Buy |
89,676
+8,076
| +10% | +$1.12M | 0.01% | 1534 |
|
|
2020
Q2 | $26.4M | Buy |
81,600
+17,615
| +28% | +$5.7M | 0.01% | 983 |
|
|
2020
Q1 | $5.71M | Buy |
63,985
+16,946
| +36% | +$1.51M | ﹤0.01% | 1766 |
|
|
2019
Q4 | $1.86M | Buy |
47,039
+53
| +0.1% | +$2.1K | ﹤0.01% | 2442 |
|
|
2019
Q3 | $1.16M | Buy |
46,986
+6,864
| +17% | +$169K | ﹤0.01% | 2526 |
|
|
2019
Q2 | $1.42M | Sell |
40,122
-1,743
| -4% | -$61.5K | ﹤0.01% | 2474 |
|
|
2019
Q1 | $1.87M | Buy |
41,865
+917
| +2% | +$41K | ﹤0.01% | 2381 |
|
|
2018
Q4 | $1.97M | Buy |
40,948
+470
| +1% | +$22.6K | ﹤0.01% | 2338 |
|
|
2018
Q3 | $2.7M | Buy |
40,478
+3,324
| +9% | +$222K | ﹤0.01% | 2333 |
|
|
2018
Q2 | $1.75M | Buy |
37,154
+2,797
| +8% | +$132K | ﹤0.01% | 2415 |
|
|
2018
Q1 | $1.94M | Buy |
34,357
+6,440
| +23% | +$364K | ﹤0.01% | 2345 |
|
|
2017
Q4 | $1.38M | Buy |
27,917
+195
| +0.7% | +$9.67K | ﹤0.01% | 2428 |
|
|
2017
Q3 | $2.11M | Sell |
27,722
-113
| -0.4% | -$8.6K | ﹤0.01% | 2263 |
|
|
2017
Q2 | $2.62M | Buy |
27,835
+2,348
| +9% | +$221K | ﹤0.01% | 2125 |
|
|
2017
Q1 | $2.03M | Buy |
25,487
+1,404
| +6% | +$112K | ﹤0.01% | 2195 |
|
|
2016
Q4 | $2.01M | Buy |
24,083
+1,304
| +6% | +$109K | ﹤0.01% | 2186 |
|
|
2016
Q3 | $2.55M | Buy |
22,779
+12,824
| +129% | +$1.43M | ﹤0.01% | 2021 |
|
|
2016
Q2 | $1.1M | Hold |
9,955
| – | – | ﹤0.01% | 2318 |
|
|
2016
Q1 | $1.04M | Sell |
9,955
-1,758
| -15% | -$184K | ﹤0.01% | 2329 |
|
|
2015
Q4 | $945K | Hold |
11,713
| – | – | ﹤0.01% | 2413 |
|
|
2015
Q3 | $813K | Hold |
11,713
| – | – | ﹤0.01% | 2451 |
|
|
2015
Q2 | $1.15M | Buy |
11,713
+2,672
| +30% | +$262K | ﹤0.01% | 2362 |
|
|
2015
Q1 | $886K | Hold |
9,041
| – | – | ﹤0.01% | 2413 |
|
|
2014
Q4 | $996K | Hold |
9,041
| – | – | ﹤0.01% | 2353 |
|
|
2014
Q3 | $1.07M | Buy |
9,041
+1,683
| +23% | +$199K | ﹤0.01% | 2265 |
|
|
2014
Q2 | $955K | Buy |
+7,358
| New | +$955K | ﹤0.01% | 2341 |
|