Rappaport Reiches Capital Management, LLC SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY Transaction History

Rappaport Reiches Capital Management, LLC

  • $376 Billion
  • Q3 2024
Number of Shares
10,408,314
Previous 9,828,341 5.9%
Holding current value
$10.4 Billion
Previous $9.83 Billion 5.9%
% of portfolio
2.77%
Previous 2.9%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
N/A
579,973 Added 5.9%
10,408,314 $10.4 Billion
Q2 2024

Jul 18, 2024
SELL
N/A
-927,919 Reduced 8.63%
9,828,341 $9.83 Billion
Q1 2024

Apr 16, 2024
SELL
N/A
-2,726,456 Reduced 20.22%
10,756,260 $10.8 Billion
Q4 2023

Jan 24, 2024
SELL
N/A
-716,737 Reduced 5.05%
13,482,716 $13.5 Billion
Q3 2023

Oct 10, 2023
SELL
N/A
-3,214 Reduced 0.02%
14,199,453 $14.2 Billion
Q1 2023

Aug 23, 2023
BUY
N/A
14,202,667 New
14,202,667 $14.2 Billion
Q3 2022

Aug 23, 2023
SELL
N/A
-11,611,000 Closed
0 $0
Q2 2022

Aug 23, 2023
BUY
N/A
11,611,000 New
11,611,000 $11.6 Billion
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