Laidlaw Wealth Management LLC Schwab Fundamental U S Large C Transaction History

Laidlaw Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	BUY	$53.84 - $57.58 $3,284 - $3,512	61 Added 0.37%	16,501 $949,000
Q1 2023 May 12, 2023	BUY	$52.49 - $57.54 $3,149 - $3,452	60 Added 0.37%	16,440 $902,000
Q4 2022 Feb 14, 2023	BUY	$48.43 - $56.6 $37,145 - $43,412	767 Added 4.91%	16,380 $875,000
Q3 2022 Nov 14, 2022	SELL	$47.76 - $56.79 $46,231 - $54,972	-968 Reduced 5.84%	15,613 $746,000
Q2 2022 Aug 12, 2022	SELL	$49.93 - $59.29 $40,143 - $47,669	-804 Reduced 4.62%	16,581 $844,000
Q1 2022 May 12, 2022	BUY	$55.41 - $59.9 $158,638 - $171,493	2,863 Added 19.71%	17,385 $1.02 Million
Q4 2021 Feb 14, 2022	BUY	$54.44 - $58.74 $790,577 - $853,022	14,522 New	14,522 $851,000

567

187M

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