Platinum Investment Management’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-25,000
Closed -$1.37M 154
2023
Q3
$1.37M Hold
25,000
0.05% 87
2023
Q2
$1.42M Buy
+25,000
New +$1.42M 0.05% 89