Charles Schwab’s LENZ Therapeutics LENZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.17M Buy
2025
Q1
$3.19M Sell
2024
Q4
$3.67M Buy
2024
Q3
$2.93M Buy
2024
Q2
$717K Buy
2024
Q1
$261K Sell
2023
Q4
$214K Hold
2023
Q3
$203K Hold
2023
Q2
$213K Buy
2023
Q1
$43.5K Hold
2022
Q4
$58.9K Hold
2022
Q3
$57K Buy
2022
Q2
Sell
2022
Q1
$366K Buy
2021
Q4
$530K Buy
2021
Q3
$653K Buy