Charles Schwab’s OrthoPediatrics KIDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Buy |
138,484
+4,204
| +3% | +$90.3K | ﹤0.01% | 2550 |
|
|
2025
Q1 | $3.31M | Sell |
134,280
-1,954
| -1% | -$48.1K | ﹤0.01% | 2445 |
|
|
2024
Q4 | $3.16M | Buy |
136,234
+3,800
| +3% | +$88.1K | ﹤0.01% | 2536 |
|
|
2024
Q3 | $3.59M | Buy |
132,434
+2,661
| +2% | +$72.1K | ﹤0.01% | 2525 |
|
|
2024
Q2 | $3.73M | Buy |
129,773
+5,345
| +4% | +$154K | ﹤0.01% | 2486 |
|
|
2024
Q1 | $3.63M | Buy |
124,428
+1,275
| +1% | +$37.2K | ﹤0.01% | 2401 |
|
|
2023
Q4 | $4M | Buy |
123,153
+1,422
| +1% | +$46.2K | ﹤0.01% | 2397 |
|
|
2023
Q3 | $3.9M | Buy |
121,731
+549
| +0.5% | +$17.6K | ﹤0.01% | 2361 |
|
|
2023
Q2 | $5.31M | Buy |
121,182
+3,600
| +3% | +$158K | ﹤0.01% | 2219 |
|
|
2023
Q1 | $5.21M | Buy |
117,582
+1,196
| +1% | +$53K | ﹤0.01% | 2185 |
|
|
2022
Q4 | $4.62M | Buy |
116,386
+11,476
| +11% | +$456K | ﹤0.01% | 2250 |
|
|
2022
Q3 | $4.84M | Buy |
104,910
+2,329
| +2% | +$107K | ﹤0.01% | 2229 |
|
|
2022
Q2 | $4.43M | Buy |
102,581
+804
| +0.8% | +$34.7K | ﹤0.01% | 2240 |
|
|
2022
Q1 | $5.5M | Buy |
101,777
+3,655
| +4% | +$197K | ﹤0.01% | 2229 |
|
|
2021
Q4 | $5.87M | Buy |
98,122
+1,130
| +1% | +$67.6K | ﹤0.01% | 2269 |
|
|
2021
Q3 | $6.35M | Buy |
96,992
+3,137
| +3% | +$206K | ﹤0.01% | 2258 |
|
|
2021
Q2 | $5.93M | Buy |
93,855
+3,216
| +4% | +$203K | ﹤0.01% | 2263 |
|
|
2021
Q1 | $4.42M | Sell |
90,639
-15,886
| -15% | -$775K | ﹤0.01% | 2359 |
|
|
2020
Q4 | $4.4M | Sell |
106,525
-306
| -0.3% | -$12.6K | ﹤0.01% | 2284 |
|
|
2020
Q3 | $4.91M | Buy |
106,831
+60,082
| +129% | +$2.76M | ﹤0.01% | 2065 |
|
|
2020
Q2 | $2.05M | Buy |
46,749
+7,352
| +19% | +$322K | ﹤0.01% | 2417 |
|
|
2020
Q1 | $1.56M | Buy |
39,397
+14,445
| +58% | +$573K | ﹤0.01% | 2361 |
|
|
2019
Q4 | $1.17M | Sell |
24,952
-581
| -2% | -$27.3K | ﹤0.01% | 2547 |
|
|
2019
Q3 | $901K | Buy |
25,533
+5,275
| +26% | +$186K | ﹤0.01% | 2605 |
|
|
2019
Q2 | $791K | Buy |
20,258
+2,476
| +14% | +$96.7K | ﹤0.01% | 2653 |
|
|
2019
Q1 | $787K | Buy |
17,782
+1,822
| +11% | +$80.6K | ﹤0.01% | 2622 |
|
|
2018
Q4 | $557K | Buy |
15,960
+1,060
| +7% | +$37K | ﹤0.01% | 2724 |
|
|
2018
Q3 | $546K | Buy |
14,900
+2,000
| +16% | +$73.3K | ﹤0.01% | 2804 |
|
|
2018
Q2 | $344K | Buy |
+12,900
| New | +$344K | ﹤0.01% | 2917 |
|