Horst & Graben Wealth Management LLC Schwab Strategic Tr Us Small C Transaction History

Horst & Graben Wealth Management LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 29, 2024	SELL	$38.13 - $48.02 $111,949 - $140,986	-2,936 Reduced 38.39%	4,711 $222,000
Q3 2023 Oct 24, 2023	SELL	$40.85 - $46.1 $33,619 - $37,940	-823 Reduced 9.72%	7,647 $316,000
Q2 2023 Jul 25, 2023	SELL	$39.91 - $43.82 $200,467 - $220,107	-5,023 Reduced 37.23%	8,470 $370,000
Q1 2023 Apr 28, 2023	SELL	$39.82 - $46.36 $104,208 - $121,324	-2,617 Reduced 16.24%	13,493 $565,000
Q4 2022 Jan 24, 2023	SELL	$38.25 - $43.54 $119,607 - $136,149	-3,127 Reduced 16.26%	16,110 $0
Q3 2022 Oct 24, 2022	SELL	$37.65 - $45.9 $820,581 - $1 Million	-21,795 Reduced 53.12%	19,237 $727,000
Q2 2022 Aug 01, 2022	SELL	$37.88 - $48.01 $8.24 Million - $10.4 Million	-217,579 Reduced 84.13%	41,032 $1.6 Million
Q1 2022 Apr 27, 2022	BUY	$44.42 - $51.73 $5.35 Million - $6.23 Million	120,345 Added 87.04%	258,611 $12.2 Million
Q4 2021 Jan 20, 2022	BUY	$48.64 - $55.07 $80,936 - $91,636	1,664 Added 1.22%	138,266 $14.2 Million
Q3 2021 Nov 02, 2021	BUY	$48.3 - $52.49 $84,766 - $92,119	1,755 Added 1.3%	136,602 $13.7 Million
Q2 2021 Jul 20, 2021	BUY	$48.39 - $52.91 $2.65 Million - $2.89 Million	54,682 Added 68.21%	134,847 $14 Million
Q1 2021 Apr 20, 2021	BUY	$43.89 - $52.63 $1.84 Million - $2.21 Million	41,951 Added 109.78%	80,165 $7.99 Million
Q4 2020 Jan 12, 2021	SELL	$34.66 - $45.17 $94,309 - $122,907	-2,721 Reduced 6.65%	38,214 $3.4 Million
Q3 2020 Oct 13, 2020	BUY	$32.09 - $36.38 $1.31 Million - $1.49 Million	40,935 New	40,935 $2.8 Million

1,144

146M

55.6K

7.8K

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