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

Dale Q Rice Investment Management LTD

  • $142 Billion
  • Q3 2025
Number of Shares
23,899
Previous 3,983 500.03%
Holding current value
$416 Million
Previous $386 Million 7.84%
% of portfolio
0.29%
Previous 0.32%

Shares

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

Oct 15, 2025
BUY
N/A
19,916 Added 500.03%
23,899 $416 Million
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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