Charles Schwab’s CS Disco LAW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $829K | Sell |
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|
2025
Q1 | $817K | Sell |
|
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $1.29M | Buy |
|
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|
2024
Q2 | $1.26M | Buy |
|
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|
2024
Q1 | $1.33M | Sell |
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|
2023
Q4 | $1.36M | Sell |
|
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|
2023
Q3 | $1.2M | Buy |
|
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|
2023
Q2 | $1.19M | Buy |
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|
2023
Q1 | $935K | Buy |
|
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|
2022
Q4 | $886K | Buy |
|
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|
2022
Q3 | $1.39M | Buy |
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|
2022
Q2 | $1.98M | Buy |
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|
2022
Q1 | $3.33M | Buy |
|
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|
2021
Q4 | $2.8M | Sell |
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|
2021
Q3 | $4.12M | Buy |
|