Charles Schwab’s FiscalNote NOTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
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|
2025
Q2 | $236K | Sell |
|
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|
2025
Q1 | $541K | Buy |
|
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|
2024
Q4 | $611K | Buy |
|
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|
2024
Q3 | $725K | Buy |
|
|||||
|
2024
Q2 | $795K | Buy |
|
|||||
|
2024
Q1 | $720K | Buy |
|
|||||
|
2023
Q4 | $519K | Sell |
|
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|
2023
Q3 | $1.08M | Sell |
|
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|
2023
Q2 | $1.9M | Buy |
|
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|
2023
Q1 | $840K | Sell |
|
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|
2022
Q4 | $2.38M | Buy |
|
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|
2022
Q3 | $2.32M | Buy |
|