Charles Schwab’s Disc Medicine IRON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
204,241
+9,516
| +5% | +$504K | ﹤0.01% | 1972 |
|
|
2025
Q1 | $9.67M | Buy |
194,725
+29,653
| +18% | +$1.47M | ﹤0.01% | 1971 |
|
|
2024
Q4 | $10.5M | Buy |
165,072
+4,518
| +3% | +$286K | ﹤0.01% | 1993 |
|
|
2024
Q3 | $7.89M | Buy |
160,554
+19,401
| +14% | +$953K | ﹤0.01% | 2150 |
|
|
2024
Q2 | $6.36M | Buy |
141,153
+49,060
| +53% | +$2.21M | ﹤0.01% | 2246 |
|
|
2024
Q1 | $5.73M | Buy |
92,093
+2,368
| +3% | +$147K | ﹤0.01% | 2232 |
|
|
2023
Q4 | $5.18M | Buy |
89,725
+5,525
| +7% | +$319K | ﹤0.01% | 2295 |
|
|
2023
Q3 | $3.96M | Buy |
84,200
+63,644
| +310% | +$2.99M | ﹤0.01% | 2355 |
|
|
2023
Q2 | $913K | Buy |
+20,556
| New | +$913K | ﹤0.01% | 2805 |
|
|
2022
Q2 | – | Sell |
-1,548
| Closed | -$65K | – | 3594 |
|
|
2022
Q1 | $65K | Sell |
1,548
-377
| -20% | -$15.8K | ﹤0.01% | 3494 |
|
|
2021
Q4 | $169K | Hold |
1,925
| – | – | ﹤0.01% | 3379 |
|
|
2021
Q3 | $234K | Sell |
1,925
-4,312
| -69% | -$524K | ﹤0.01% | 3302 |
|
|
2021
Q2 | $1.21M | Buy |
6,237
+1,442
| +30% | +$280K | ﹤0.01% | 2860 |
|
|
2021
Q1 | $1.95M | Buy |
+4,795
| New | +$1.95M | ﹤0.01% | 2669 |
|