Charles Schwab’s Tvardi Therapeutics, Inc. Common Stock TVRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Buy |
+12,052
| New | +$281K | ﹤0.01% | 3333 |
|
|
2024
Q3 | – | Sell |
-6,200
| Closed | -$57.6K | – | 3618 |
|
|
2024
Q2 | $57.6K | Sell |
6,200
-2,933
| -32% | -$27.2K | ﹤0.01% | 3499 |
|
|
2024
Q1 | $299K | Buy |
9,133
+1,671
| +22% | +$54.7K | ﹤0.01% | 3175 |
|
|
2023
Q4 | $200K | Sell |
7,462
-8,616
| -54% | -$230K | ﹤0.01% | 3275 |
|
|
2023
Q3 | $972K | Buy |
16,078
+6,983
| +77% | +$422K | ﹤0.01% | 2809 |
|
|
2023
Q2 | $927K | Sell |
9,095
-235
| -3% | -$23.9K | ﹤0.01% | 2798 |
|
|
2023
Q1 | $1.65M | Sell |
9,330
-34
| -0.4% | -$6.01K | ﹤0.01% | 2573 |
|
|
2022
Q4 | $3.62M | Buy |
9,364
+320
| +4% | +$124K | ﹤0.01% | 2367 |
|
|
2022
Q3 | $3.05M | Buy |
9,044
+623
| +7% | +$210K | ﹤0.01% | 2455 |
|
|
2022
Q2 | $2.77M | Sell |
8,421
-210
| -2% | -$69.1K | ﹤0.01% | 2453 |
|
|
2022
Q1 | $3.78M | Sell |
8,631
-1,716
| -17% | -$751K | ﹤0.01% | 2407 |
|
|
2021
Q4 | $4.54M | Buy |
10,347
+222
| +2% | +$97.3K | ﹤0.01% | 2391 |
|
|
2021
Q3 | $5.63M | Buy |
10,125
+230
| +2% | +$128K | ﹤0.01% | 2314 |
|
|
2021
Q2 | $5.08M | Buy |
9,895
+335
| +4% | +$172K | ﹤0.01% | 2346 |
|
|
2021
Q1 | $7.47M | Buy |
9,560
+1,789
| +23% | +$1.4M | ﹤0.01% | 2097 |
|
|
2020
Q4 | $4.23M | Buy |
7,771
+38
| +0.5% | +$20.7K | ﹤0.01% | 2301 |
|
|
2020
Q3 | $3.54M | Sell |
7,733
-33
| -0.4% | -$15.1K | ﹤0.01% | 2237 |
|
|
2020
Q2 | $4.78M | Buy |
7,766
+434
| +6% | +$267K | ﹤0.01% | 2054 |
|
|
2020
Q1 | $3.49M | Buy |
7,332
+269
| +4% | +$128K | ﹤0.01% | 2011 |
|
|
2019
Q4 | $4.1M | Buy |
7,063
+158
| +2% | +$91.7K | ﹤0.01% | 2128 |
|
|
2019
Q3 | $4.54M | Buy |
6,905
+1,469
| +27% | +$967K | ﹤0.01% | 2014 |
|
|
2019
Q2 | $4.21M | Buy |
5,436
+159
| +3% | +$123K | ﹤0.01% | 2058 |
|
|
2019
Q1 | $3.73M | Buy |
5,277
+175
| +3% | +$124K | ﹤0.01% | 2122 |
|
|
2018
Q4 | $2.39M | Buy |
5,102
+56
| +1% | +$26.2K | ﹤0.01% | 2267 |
|
|
2018
Q3 | $4.35M | Buy |
5,046
+3,398
| +206% | +$2.93M | ﹤0.01% | 2122 |
|
|
2018
Q2 | $1.14M | Buy |
1,648
+139
| +9% | +$95.9K | ﹤0.01% | 2552 |
|
|
2018
Q1 | $673K | Hold |
1,509
| – | – | ﹤0.01% | 2648 |
|
|
2017
Q4 | $666K | Buy |
1,509
+422
| +39% | +$186K | ﹤0.01% | 2648 |
|
|
2017
Q3 | $536K | Hold |
1,087
| – | – | ﹤0.01% | 2695 |
|
|
2017
Q2 | $603K | Sell |
1,087
-13
| -1% | -$7.21K | ﹤0.01% | 2629 |
|
|
2017
Q1 | $729K | Buy |
1,100
+333
| +43% | +$221K | ﹤0.01% | 2526 |
|
|
2016
Q4 | $257K | Hold |
767
| – | – | ﹤0.01% | 2889 |
|
|
2016
Q3 | $231K | Hold |
767
| – | – | ﹤0.01% | 2878 |
|
|
2016
Q2 | $133K | Hold |
767
| – | – | ﹤0.01% | 3027 |
|
|
2016
Q1 | $172K | Hold |
767
| – | – | ﹤0.01% | 2925 |
|
|
2015
Q4 | $466K | Hold |
767
| – | – | ﹤0.01% | 2677 |
|
|
2015
Q3 | $395K | Buy |
767
+219
| +40% | +$113K | ﹤0.01% | 2720 |
|
|
2015
Q2 | $240K | Buy |
+548
| New | +$240K | ﹤0.01% | 2946 |
|
|
2014
Q3 | – | Sell |
-351
| Closed | -$215K | – | 3082 |
|
|
2014
Q2 | $215K | Buy |
+351
| New | +$215K | ﹤0.01% | 2971 |
|