Lou Simpson SCHW Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$233.16 Mil
% of Total Estimate Gain
72.12%

Lou Simpson's Charles Schwab Corp Holding Summary

As of 2019-06-30, SQ Advisors, LLC held - shares of Charles Schwab Corp(SCHW), totaling N/A. This investment constitutes 0% of their stock portfolio, and SQ Advisors, LLC now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2012Q2. And since then Lou Simpson has made 14 purchases of SCHW, at an average price of $22.33, for a total of 14.48 Mil shares. In addition, there have been 14 sales at an average price of $38.44 for 14.48 Mil shares. Based on historical transaction data and SCHW's current price of $76.11, Lou Simpson's estimated gain on his SCHW holdings is $233.16 Mil, reflecting a 72.12% gain to date.

Lou Simpson SCHW ($76.11) Holding Chart

Lou Simpson SCHW ($76.11) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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