Charles Schwab’s LifeMD LFMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
113,310
+4,828
| +4% | +$65.8K | ﹤0.01% | 2751 |
|
|
2025
Q1 | $590K | Buy |
108,482
+4
| +0% | +$22 | ﹤0.01% | 3022 |
|
|
2024
Q4 | $537K | Buy |
108,478
+6,034
| +6% | +$29.9K | ﹤0.01% | 3123 |
|
|
2024
Q3 | $537K | Hold |
102,444
| – | – | ﹤0.01% | 3129 |
|
|
2024
Q2 | $703K | Buy |
102,444
+82,235
| +407% | +$564K | ﹤0.01% | 3056 |
|
|
2024
Q1 | $208K | Hold |
20,209
| – | – | ﹤0.01% | 3232 |
|
|
2023
Q4 | $168K | Hold |
20,209
| – | – | ﹤0.01% | 3295 |
|
|
2023
Q3 | $126K | Hold |
20,209
| – | – | ﹤0.01% | 3332 |
|
|
2023
Q2 | $87.9K | Hold |
20,209
| – | – | ﹤0.01% | 3357 |
|
|
2023
Q1 | $34.4K | Hold |
20,209
| – | – | ﹤0.01% | 3420 |
|
|
2022
Q4 | $39.2K | Hold |
20,209
| – | – | ﹤0.01% | 3405 |
|
|
2022
Q3 | $40K | Buy |
+20,209
| New | +$40K | ﹤0.01% | 3382 |
|
|
2021
Q3 | – | Sell |
-90,891
| Closed | -$1.07M | – | 3528 |
|
|
2021
Q2 | $1.07M | Buy |
90,891
+9,461
| +12% | +$111K | ﹤0.01% | 2899 |
|
|
2021
Q1 | $1.29M | Buy |
+81,430
| New | +$1.29M | ﹤0.01% | 2770 |
|