Charles Schwab’s STAAR Surgical STAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.64M | Sell |
408,576
-72,028
| -15% | -$1.37M | ﹤0.01% | 2220 |
|
|
2025
Q4 | $11.1M | Buy |
480,604
+515
| +0.1% | +$13.3K | ﹤0.01% | 2082 |
|
|
2025
Q3 | $12.9M | Buy |
480,089
+5,808
| +1% | +$138K | ﹤0.01% | 1985 |
|
|
2025
Q2 | $7.96M | Buy |
474,281
+54,931
| +13% | +$968K | ﹤0.01% | 2125 |
|
|
2025
Q1 | $7.39M | Sell |
419,350
-24,940
| -6% | -$500K | ﹤0.01% | 2100 |
|
|
2024
Q4 | $10.8M | Buy |
444,290
+18,168
| +4% | +$519K | ﹤0.01% | 1985 |
|
|
2024
Q3 | $15.8M | Sell |
426,122
-4,521
| -1% | -$169K | ﹤0.01% | 1819 |
|
|
2024
Q2 | $20.5M | Buy |
430,643
+14,047
| +3% | +$616K | ﹤0.01% | 1669 |
|
|
2024
Q1 | $15.9M | Buy |
416,596
+26,759
| +7% | +$870K | ﹤0.01% | 1739 |
|
|
2023
Q4 | $12.2M | Sell |
389,837
-1,072
| -0.3% | -$38.5K | ﹤0.01% | 1881 |
|
|
2023
Q3 | $15.7M | Sell |
390,909
-7,522
| -2% | -$352K | ﹤0.01% | 1650 |
|
|
2023
Q2 | $20.9M | Buy |
398,431
+6,061
| +2% | +$369K | 0.01% | 1470 |
|
|
2023
Q1 | $25.1M | Sell |
392,370
-10,357
| -3% | -$676K | 0.01% | 1298 |
|
|
2022
Q4 | $19.5M | Buy |
402,727
+7,500
| +2% | +$470K | 0.01% | 1466 |
|
|
2022
Q3 | $27.9M | Sell |
395,227
-3,208
| -0.8% | -$275K | 0.01% | 1147 |
|
|
2022
Q2 | $28.3M | Buy |
398,435
+4,522
| +1% | +$291K | 0.01% | 1141 |
|
|
2022
Q1 | $31.5M | Buy |
393,913
+17,318
| +5% | +$1.29M | 0.01% | 1191 |
|
|
2021
Q4 | $34.4M | Buy |
376,595
+10,614
| +3% | +$1.14M | 0.01% | 1167 |
|
|
2021
Q3 | $47M | Buy |
365,981
+23,265
| +7% | +$3.26M | 0.02% | 915 |
|
|
2021
Q2 | $52.3M | Buy |
342,716
+27,280
| +9% | +$3.59M | 0.02% | 836 |
|
|
2021
Q1 | $33.3M | Buy |
315,436
+11,307
| +4% | +$1.13M | 0.01% | 1120 |
|
|
2020
Q4 | $24.1M | Buy |
304,129
+5,657
| +2% | +$414K | 0.01% | 1262 |
|
|
2020
Q3 | $16.9M | Buy |
298,472
+68,096
| +30% | +$3.67M | 0.01% | 1322 |
|
|
2020
Q2 | $14.2M | Buy |
230,376
+16,737
| +8% | +$684K | 0.01% | 1410 |
|
|
2020
Q1 | $6.89M | Buy |
213,639
+3,063
| +1% | +$103K | ﹤0.01% | 1665 |
|
|
2019
Q4 | $7.41M | Buy |
210,576
+4,764
| +2% | +$157K | ﹤0.01% | 1820 |
|
|
2019
Q3 | $5.31M | Buy |
205,812
+7,959
| +4% | +$242K | ﹤0.01% | 1927 |
|
|
2019
Q2 | $5.81M | Buy |
197,853
+6,885
| +4% | +$199K | ﹤0.01% | 1899 |
|
|
2019
Q1 | $6.53M | Buy |
190,968
+99
| +0.1% | +$3.5K | ﹤0.01% | 1845 |
|
|
2018
Q4 | $6.09M | Buy |
190,869
+7,316
| +4% | +$285K | ﹤0.01% | 1785 |
|
|
2018
Q3 | $8.81M | Buy |
183,553
+97,306
| +113% | +$3.98M | 0.01% | 1725 |
|
|
2018
Q2 | $2.67M | Buy |
86,247
+5,700
| +7% | +$133K | ﹤0.01% | 2279 |
|
|
2018
Q1 | $1.19M | Hold |
80,547
| – | – | ﹤0.01% | 2472 |
|
|
2017
Q4 | $1.25M | Buy |
80,547
+13,947
| +21% | +$207K | ﹤0.01% | 2451 |
|
|
2017
Q3 | $830K | Hold |
66,600
| – | – | ﹤0.01% | 2557 |
|
|
2017
Q2 | $720K | Hold |
66,600
| – | – | ﹤0.01% | 2573 |
|
|
2017
Q1 | $653K | Hold |
66,600
| – | – | ﹤0.01% | 2556 |
|
|
2016
Q4 | $723K | Buy |
66,600
+14,700
| +28% | +$150K | ﹤0.01% | 2534 |
|
|
2016
Q3 | $488K | Hold |
51,900
| – | – | ﹤0.01% | 2621 |
|
|
2016
Q2 | $286K | Hold |
51,900
| – | – | ﹤0.01% | 2803 |
|
|
2016
Q1 | $384K | Sell |
51,900
-1,000
| -2% | -$6.77K | ﹤0.01% | 2686 |
|
|
2015
Q4 | $378K | Hold |
52,900
| – | – | ﹤0.01% | 2766 |
|
|
2015
Q3 | $411K | Hold |
52,900
| – | – | ﹤0.01% | 2697 |
|
|
2015
Q2 | $512K | Hold |
52,900
| – | – | ﹤0.01% | 2668 |
|
|
2015
Q1 | $394K | Hold |
52,900
| – | – | ﹤0.01% | 2724 |
|
|
2014
Q4 | $482K | Hold |
52,900
| – | – | ﹤0.01% | 2633 |
|
|
2014
Q3 | $563K | Hold |
52,900
| – | – | ﹤0.01% | 2545 |
|
|
2014
Q2 | $889K | Hold |
52,900
| – | – | ﹤0.01% | 2372 |
|
|
2014
Q1 | $995K | Hold |
52,900
| – | – | ﹤0.01% | 2295 |
|
|
2013
Q4 | $857K | Hold |
52,900
| – | – | ﹤0.01% | 2334 |
|
|
2013
Q3 | $725K | Hold |
52,900
| – | – | ﹤0.01% | 2376 |
|
|
2013
Q2 | $556K | Buy |
+52,900
| New | +$428K | ﹤0.01% | 2477 |
|
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