Charles Schwab’s Disc Medicine IRON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15M | Buy |
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|
2025
Q2 | $10.8M | Buy |
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|
2025
Q1 | $9.67M | Buy |
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|
2024
Q4 | $10.5M | Buy |
|
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|
2024
Q3 | $7.89M | Buy |
|
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|
2024
Q2 | $6.36M | Buy |
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|
2024
Q1 | $5.73M | Buy |
|
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|
2023
Q4 | $5.18M | Buy |
|
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|
2023
Q3 | $3.96M | Buy |
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|
2023
Q2 | $913K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $65K | Sell |
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|
2021
Q4 | $169K | Hold |
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|
2021
Q3 | $234K | Sell |
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|
2021
Q2 | $1.21M | Buy |
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|
2021
Q1 | $1.95M | Buy |
|