Charles Schwab’s FiscalNote NOTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Sell |
36,651
-19,187
| -34% | -$124K | ﹤0.01% | 3356 |
|
|
2025
Q1 | $541K | Buy |
55,838
+8,259
| +17% | +$80.1K | ﹤0.01% | 3056 |
|
|
2024
Q4 | $611K | Buy |
47,579
+400
| +0.8% | +$5.14K | ﹤0.01% | 3076 |
|
|
2024
Q3 | $725K | Buy |
47,179
+1,818
| +4% | +$27.9K | ﹤0.01% | 3023 |
|
|
2024
Q2 | $795K | Buy |
45,361
+229
| +0.5% | +$4.01K | ﹤0.01% | 3014 |
|
|
2024
Q1 | $720K | Buy |
45,132
+7,161
| +19% | +$114K | ﹤0.01% | 2895 |
|
|
2023
Q4 | $519K | Sell |
37,971
-5,263
| -12% | -$72K | ﹤0.01% | 3064 |
|
|
2023
Q3 | $1.08M | Sell |
43,234
-160
| -0.4% | -$3.99K | ﹤0.01% | 2775 |
|
|
2023
Q2 | $1.9M | Buy |
43,394
+12,022
| +38% | +$525K | ﹤0.01% | 2564 |
|
|
2023
Q1 | $840K | Sell |
31,372
-8
| -0% | -$214 | ﹤0.01% | 2794 |
|
|
2022
Q4 | $2.38M | Buy |
31,380
+994
| +3% | +$75.5K | ﹤0.01% | 2510 |
|
|
2022
Q3 | $2.32M | Buy |
+30,386
| New | +$2.32M | ﹤0.01% | 2543 |
|