MFS Intrinsic Value Fund SCHW Holdings History
MFS Intrinsic Value Fund's Charles Schwab Corp Holding Summary
As of 2025-04-30, MFS Intrinsic Value Fund held 1,433.00 shares of Charles Schwab Corp(SCHW), totaling $116,650.00. This investment constitutes 2.81% of their stock portfolio, and MFS Intrinsic Value Fund now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2022Q2. And since then MFS Intrinsic Value Fund has made 8 purchases of SCHW, at an average price of $75.74, for a total of 1,656.00 shares. In addition, there have been 2 sales at an average price of $75.80 for 223.00 shares. Based on historical transaction data and SCHW's current price of $93.10, MFS Intrinsic Value Fund's estimated gain on his SCHW holdings is $24,887.10, reflecting a 19.84% gain to date.
MFS Intrinsic Value Fund SCHW ($93.10) Holding Chart
MFS Intrinsic Value Fund SCHW ($93.10) 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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