Charles Schwab’s Neuronetics STIM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $370K | Buy |
106,129
+91,129
| +608% | +$318K | ﹤0.01% | 3249 |
|
2025
Q1 | $55.2K | Buy |
+15,000
| New | +$55.2K | ﹤0.01% | 3397 |
|
2023
Q3 | – | Sell |
-13,837
| Closed | -$29.8K | – | 3620 |
|
2023
Q2 | $29.8K | Hold |
13,837
| – | – | ﹤0.01% | 3509 |
|
2023
Q1 | $40.3K | Hold |
13,837
| – | – | ﹤0.01% | 3383 |
|
2022
Q4 | $95.1K | Hold |
13,837
| – | – | ﹤0.01% | 3265 |
|
2022
Q3 | $45K | Hold |
13,837
| – | – | ﹤0.01% | 3356 |
|
2022
Q2 | $45K | Sell |
13,837
-54,771
| -80% | -$178K | ﹤0.01% | 3405 |
|
2022
Q1 | $208K | Buy |
68,608
+1,812
| +3% | +$5.49K | ﹤0.01% | 3298 |
|
2021
Q4 | $298K | Hold |
66,796
| – | – | ﹤0.01% | 3287 |
|
2021
Q3 | $439K | Buy |
66,796
+4,965
| +8% | +$32.6K | ﹤0.01% | 3182 |
|
2021
Q2 | $991K | Buy |
+61,831
| New | +$991K | ﹤0.01% | 2935 |
|
2020
Q2 | – | Sell |
-36,954
| Closed | -$70K | – | 3351 |
|
2020
Q1 | $70K | Hold |
36,954
| – | – | ﹤0.01% | 3132 |
|
2019
Q4 | $166K | Hold |
36,954
| – | – | ﹤0.01% | 3058 |
|
2019
Q3 | $308K | Buy |
36,954
+8,872
| +32% | +$73.9K | ﹤0.01% | 2963 |
|
2019
Q2 | $352K | Buy |
28,082
+443
| +2% | +$5.55K | ﹤0.01% | 2965 |
|
2019
Q1 | $422K | Buy |
27,639
+13,749
| +99% | +$210K | ﹤0.01% | 2823 |
|
2018
Q4 | $269K | Hold |
13,890
| – | – | ﹤0.01% | 2965 |
|
2018
Q3 | $446K | Buy |
+13,890
| New | +$446K | ﹤0.01% | 2881 |
|