Dale Q Rice Investment Management LTD SCHWAB S&P 500 INDEX Transaction History

Dale Q Rice Investment Management LTD

  • $121 Billion
  • Q2 2025
Number of Shares
3,983
Previous 7,966 50.0%
Holding current value
$386 Million
Previous $688 Million 43.98%
% of portfolio
0.32%
Previous 0.36%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
N/A
-3,983 Reduced 50.0%
3,983 $386 Million
Q1 2025

Apr 21, 2025
BUY
N/A
3,983 Added 100.0%
7,966 $688 Million
Q4 2024

Jan 13, 2025
BUY
N/A
3,983 New
3,983 $360 Million
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