MOS
MGO One Seven’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.28M | Sell |
46,920
-4,239
| -8% | -$387K | 0.14% | 162 |
|
|
2025
Q1 | $4M | Buy |
51,159
+2,181
| +4% | +$171K | 0.16% | 146 |
|
|
2024
Q4 | $3.62M | Sell |
48,978
-68
| -0.1% | -$5.03K | 0.14% | 167 |
|
|
2024
Q3 | $3.18M | Sell |
49,046
-4,577
| -9% | -$297K | 0.14% | 175 |
|
|
2024
Q2 | $3.95M | Sell |
53,623
-8,960
| -14% | -$660K | 0.19% | 126 |
|
|
2024
Q1 | $4.53M | Buy |
62,583
+557
| +0.9% | +$40.3K | 0.24% | 104 |
|
|
2023
Q4 | $4.27M | Buy |
62,026
+3,132
| +5% | +$215K | 0.24% | 99 |
|
|
2023
Q3 | $3.23M | Buy |
58,894
+26,387
| +81% | +$1.45M | 0.25% | 95 |
|
|
2023
Q2 | $1.84M | Sell |
32,507
-837
| -3% | -$47.4K | 0.17% | 153 |
|
|
2023
Q1 | $1.75M | Buy |
33,344
+13,061
| +64% | +$684K | 0.11% | 209 |
|
|
2022
Q4 | $1.69M | Sell |
20,283
-426
| -2% | -$35.5K | 0.17% | 148 |
|
|
2022
Q3 | $3.66K | Buy |
20,709
+4,154
| +25% | +$733 | 0.14% | 97 |
|
|
2022
Q2 | $1.05M | Sell |
16,555
-1,619
| -9% | -$102K | 0.14% | 165 |
|
|
2022
Q1 | $1.53M | Sell |
18,174
-151
| -0.8% | -$12.7K | 0.16% | 153 |
|
|
2021
Q4 | $1.54M | Buy |
18,325
+4,592
| +33% | +$386K | 0.16% | 156 |
|
|
2021
Q3 | $1.13M | Sell |
13,733
-189
| -1% | -$15.5K | 0.14% | 180 |
|
|
2021
Q2 | $1.01M | Sell |
13,922
-2,217
| -14% | -$161K | 0.14% | 178 |
|
|
2021
Q1 | $1.05M | Buy |
16,139
+1,149
| +8% | +$74.8K | 0.18% | 140 |
|
|
2020
Q4 | $795K | Buy |
14,990
+2,471
| +20% | +$131K | 0.16% | 161 |
|
|
2020
Q3 | $454K | Buy |
12,519
+3,058
| +32% | +$111K | 0.11% | 254 |
|
|
2020
Q2 | $319K | Sell |
9,461
-6,861
| -42% | -$231K | 0.08% | 320 |
|
|
2020
Q1 | $548K | Buy |
16,322
+2,275
| +16% | +$76.4K | 0.19% | 153 |
|
|
2019
Q4 | $668K | Sell |
14,047
-493
| -3% | -$23.4K | 0.17% | 157 |
|
|
2019
Q3 | $608K | Sell |
14,540
-65,034
| -82% | -$2.72M | 0.17% | 156 |
|
|
2019
Q2 | $3.2M | Sell |
79,574
-40,867
| -34% | -$1.64M | 1.03% | 13 |
|
|
2019
Q1 | $5.15M | Sell |
120,441
-2,407
| -2% | -$103K | 1.68% | 3 |
|
|
2018
Q4 | $5.1M | Sell |
122,848
-955
| -0.8% | -$39.7K | 2.19% | 1 |
|
|
2018
Q3 | $6.08M | Buy |
+123,803
| New | +$6.08M | 2.85% | 1 |
|
|
2018
Q1 | $6.32M | Buy |
121,015
+70,777
| +141% | +$3.7M | 2.91% | 1 |
|
|
2017
Q4 | $2.58M | Buy |
+50,238
| New | +$2.58M | 1.19% | 7 |
|