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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