Charles Schwab’s Performant Healthcare Inc PHLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $868K | Buy |
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|
2025
Q1 | $603K | Buy |
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|
2024
Q4 | $580K | Hold |
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|
2024
Q3 | $719K | Hold |
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|
2024
Q2 | $557K | Buy |
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|
2024
Q1 | $525K | Hold |
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|
2023
Q4 | $558K | Hold |
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|
2023
Q3 | $404K | Hold |
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|
2023
Q2 | $482K | Buy |
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|
2023
Q1 | $84.5K | Hold |
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|
2022
Q4 | $89.7K | Hold |
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|
2022
Q3 | $46K | Hold |
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|
2022
Q2 | $66K | Buy |
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|
2022
Q1 | $45K | Hold |
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|
2021
Q4 | $35K | Hold |
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|
2021
Q3 | $57K | Hold |
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|
2021
Q2 | $54K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $142K | Sell |
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|
2015
Q1 | $288K | Buy |
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|
2014
Q4 | $536K | Buy |
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|
2014
Q3 | $581K | Buy |
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|
2014
Q2 | $714K | Buy |
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|
2014
Q1 | $625K | Buy |
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|
2013
Q4 | $584K | Sell |
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|
2013
Q3 | $614K | Buy |
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|
2013
Q2 | $665K | Buy |
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