Coston, Mc Isaac & Partners SCHWAB TARGET 2025 Transaction History

Coston, Mc Isaac & Partners

  • $420 Million
  • Q3 2025
Number of Shares
8,856
Previous 8,731 1.43%
Holding current value
$139,000
Previous $0 Infinity%
% of portfolio
0.03%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
N/A
125 Added 1.43%
8,856 $139,000
Q2 2025

Aug 12, 2025
BUY
N/A
92 Added 1.06%
8,731 $0
Q1 2025

May 13, 2025
BUY
N/A
299 Added 3.59%
8,639 $0
Q4 2024

Jan 23, 2025
BUY
N/A
445 Added 5.64%
8,340 $0
Q3 2024

Oct 22, 2024
BUY
N/A
79 Added 1.01%
7,895 $0
Q2 2024

Jul 31, 2024
BUY
N/A
58 Added 0.75%
7,816 $0
Q1 2024

Apr 17, 2024
SELL
N/A
-3,518 Reduced 31.2%
7,758 $0
Q4 2023

Jan 23, 2024
BUY
N/A
658 Added 6.2%
11,276 $159,000
Q3 2023

Nov 14, 2023
BUY
N/A
6,121 Added 136.11%
10,618 $144,000
Q2 2023

Aug 01, 2023
SELL
N/A
-5,177 Reduced 53.51%
4,497 $63,000
Q1 2023

Apr 19, 2023
BUY
N/A
281 Added 2.99%
9,674 $132,000
Q4 2022

Feb 09, 2023
SELL
N/A
-2,097 Reduced 18.25%
9,393 $122,000
Q3 2022

Oct 31, 2022
BUY
N/A
11,490 New
11,490 $149,000
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