Charles Schwab’s Pzena Investment Management, Inc. Class A PZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $429K | Buy |
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|
2022
Q2 | $298K | Buy |
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|
2022
Q1 | $361K | Buy |
|
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|
2021
Q4 | $419K | Sell |
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|
2021
Q3 | $436K | Hold |
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|
2021
Q2 | $488K | Buy |
|
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|
2021
Q1 | $424K | Sell |
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|
2020
Q4 | $322K | Buy |
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|
2020
Q3 | $225K | Sell |
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|
2020
Q2 | $610K | Sell |
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|
2020
Q1 | $507K | Buy |
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|
2019
Q4 | $965K | Buy |
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|
2019
Q3 | $987K | Buy |
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|
2019
Q2 | $906K | Buy |
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|
2019
Q1 | $819K | Buy |
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|
2018
Q4 | $830K | Sell |
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|
2018
Q3 | $953K | Buy |
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|
2018
Q2 | $784K | Buy |
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|
2018
Q1 | $821K | Buy |
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|
2017
Q4 | $597K | Buy |
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|
2017
Q3 | $584K | Buy |
|
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|
2017
Q2 | $520K | Buy |
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|
2017
Q1 | $501K | Buy |
|
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|
2016
Q4 | $539K | Buy |
|
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|
2016
Q3 | $254K | Buy |
|
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|
2016
Q2 | $237K | Buy |
|
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|
2016
Q1 | $231K | Buy |
|
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|
2015
Q4 | $258K | Buy |
|
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|
2015
Q3 | $259K | Buy |
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|
2015
Q2 | $297K | Buy |
|
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|
2015
Q1 | $237K | Buy |
|
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|
2014
Q4 | $232K | Buy |
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|
2014
Q3 | $227K | Buy |
|
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|
2014
Q2 | $258K | Sell |
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|
2014
Q1 | $275K | Buy |
|
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|
2013
Q4 | $266K | Buy |
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|
2013
Q3 | $147K | Sell |
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|
2013
Q2 | $185K | Buy |
|