MPM
MBB Public Markets’s Charles Schwab SCHW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $314K | Sell |
3,446
-763
| -18% | -$69.6K | 0.03% | 77 |
|
2025
Q1 | $329K | Buy |
+4,209
| New | +$329K | 0.04% | 110 |
|
2024
Q4 | – | Sell |
-4,050
| Closed | -$262K | – | 443 |
|
2024
Q3 | $262K | Sell |
4,050
-102,716
| -96% | -$6.66M | 0.01% | 497 |
|
2024
Q2 | $7.87M | Buy |
106,766
+101,093
| +1,782% | +$7.45M | 0.16% | 113 |
|
2024
Q1 | $410K | Buy |
+5,673
| New | +$410K | 0.03% | 152 |
|
2022
Q1 | – | Sell |
-11,962
| Closed | -$1.01M | – | 364 |
|
2021
Q4 | $1.01M | Buy |
+11,962
| New | +$1.01M | 0.02% | 130 |
|