Charles Schwab’s CS Disco LAW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $829K | Sell |
189,628
-10,024
| -5% | -$43.8K | ﹤0.01% | 2960 |
|
|
2025
Q1 | $817K | Sell |
199,652
-4,382
| -2% | -$17.9K | ﹤0.01% | 2912 |
|
|
2024
Q4 | $1.02M | Sell |
204,034
-14,956
| -7% | -$74.6K | ﹤0.01% | 2902 |
|
|
2024
Q3 | $1.29M | Buy |
218,990
+7,551
| +4% | +$44.4K | ﹤0.01% | 2840 |
|
|
2024
Q2 | $1.26M | Buy |
211,439
+48,414
| +30% | +$289K | ﹤0.01% | 2843 |
|
|
2024
Q1 | $1.33M | Sell |
163,025
-15,682
| -9% | -$127K | ﹤0.01% | 2710 |
|
|
2023
Q4 | $1.36M | Sell |
178,707
-1,585
| -0.9% | -$12K | ﹤0.01% | 2736 |
|
|
2023
Q3 | $1.2M | Buy |
180,292
+35,382
| +24% | +$235K | ﹤0.01% | 2745 |
|
|
2023
Q2 | $1.19M | Buy |
144,910
+4,156
| +3% | +$34.2K | ﹤0.01% | 2703 |
|
|
2023
Q1 | $935K | Buy |
140,754
+576
| +0.4% | +$3.83K | ﹤0.01% | 2755 |
|
|
2022
Q4 | $886K | Buy |
140,178
+1,111
| +0.8% | +$7.02K | ﹤0.01% | 2813 |
|
|
2022
Q3 | $1.39M | Buy |
139,067
+29,149
| +27% | +$292K | ﹤0.01% | 2697 |
|
|
2022
Q2 | $1.98M | Buy |
109,918
+11,954
| +12% | +$216K | ﹤0.01% | 2568 |
|
|
2022
Q1 | $3.33M | Buy |
97,964
+19,769
| +25% | +$672K | ﹤0.01% | 2469 |
|
|
2021
Q4 | $2.8M | Sell |
78,195
-7,815
| -9% | -$279K | ﹤0.01% | 2589 |
|
|
2021
Q3 | $4.12M | Buy |
+86,010
| New | +$4.12M | ﹤0.01% | 2459 |
|