Charles Schwab’s Semler Scientific SMLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.86M | Buy |
177,154
+18,578
| +12% | +$720K | ﹤0.01% | 2190 |
|
|
2025
Q1 | $5.74M | Buy |
158,576
+109,951
| +226% | +$3.98M | ﹤0.01% | 2212 |
|
|
2024
Q4 | $2.63M | Buy |
48,625
+4,802
| +11% | +$259K | ﹤0.01% | 2598 |
|
|
2024
Q3 | $1.03M | Buy |
43,823
+3,925
| +10% | +$92.4K | ﹤0.01% | 2904 |
|
|
2024
Q2 | $1.37M | Buy |
39,898
+767
| +2% | +$26.4K | ﹤0.01% | 2821 |
|
|
2024
Q1 | $1.14M | Buy |
39,131
+2,250
| +6% | +$65.7K | ﹤0.01% | 2753 |
|
|
2023
Q4 | $1.63M | Sell |
36,881
-1,971
| -5% | -$87.3K | ﹤0.01% | 2674 |
|
|
2023
Q3 | $986K | Buy |
38,852
+1,833
| +5% | +$46.5K | ﹤0.01% | 2803 |
|
|
2023
Q2 | $971K | Buy |
37,019
+11,556
| +45% | +$303K | ﹤0.01% | 2777 |
|
|
2023
Q1 | $682K | Sell |
25,463
-333
| -1% | -$8.92K | ﹤0.01% | 2850 |
|
|
2022
Q4 | $851K | Buy |
25,796
+279
| +1% | +$9.21K | ﹤0.01% | 2825 |
|
|
2022
Q3 | $959K | Buy |
25,517
+4,333
| +20% | +$163K | ﹤0.01% | 2808 |
|
|
2022
Q2 | $597K | Sell |
21,184
-3,177
| -13% | -$89.5K | ﹤0.01% | 3000 |
|
|
2022
Q1 | $1.21M | Buy |
24,361
+487
| +2% | +$24.1K | ﹤0.01% | 2782 |
|
|
2021
Q4 | $2.19M | Buy |
+23,874
| New | +$2.19M | ﹤0.01% | 2679 |
|