Mar Vista Investment Partners’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $105M | Sell |
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|
2022
Q3 | $96.5M | Buy |
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|
2022
Q2 | $84.2M | Sell |
|
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|
2022
Q1 | $126M | Buy |
|
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|
2021
Q4 | $122M | Sell |
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|
2021
Q3 | $123M | Sell |
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|
2021
Q2 | $130M | Sell |
|
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|
2021
Q1 | $133M | Buy |
|
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|
2020
Q4 | $85.6M | Sell |
|
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|
2020
Q3 | $63.3M | Sell |
|
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|
2020
Q2 | $61.7M | Sell |
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|
2020
Q1 | $71.7M | Sell |
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|
2019
Q4 | $104M | Sell |
|
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|
2019
Q3 | $96.8M | Buy |
|