Charles Schwab’s Lexeo Therapeutics LXEO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $258K | Buy |
64,220
+8,046
| +14% | +$32.3K | ﹤0.01% | 3347 |
|
2025
Q1 | $195K | Sell |
56,174
-7,700
| -12% | -$26.7K | ﹤0.01% | 3265 |
|
2024
Q4 | $420K | Hold |
63,874
| – | – | ﹤0.01% | 3189 |
|
2024
Q3 | $577K | Buy |
63,874
+33,013
| +107% | +$298K | ﹤0.01% | 3114 |
|
2024
Q2 | $495K | Buy |
30,861
+3,500
| +13% | +$56.1K | ﹤0.01% | 3198 |
|
2024
Q1 | $429K | Buy |
+27,361
| New | +$429K | ﹤0.01% | 3080 |
|