American National Bank & Trust’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.21K | Hold |
90
| – | – | ﹤0.01% | 548 |
|
|
2025
Q1 | $7.05K | Hold |
90
| – | – | ﹤0.01% | 490 |
|
|
2024
Q4 | $6.66K | Hold |
90
| – | – | ﹤0.01% | 451 |
|
|
2024
Q3 | $5.83K | Hold |
90
| – | – | ﹤0.01% | 430 |
|
|
2024
Q2 | $6.63K | Hold |
90
| – | – | ﹤0.01% | 479 |
|
|
2024
Q1 | $6.51K | Hold |
90
| – | – | ﹤0.01% | 433 |
|
|
2023
Q4 | $6.19K | Buy |
+90
| New | +$6.19K | ﹤0.01% | 434 |
|
|
2023
Q2 | – | Sell |
-642
| Closed | -$33.6K | – | 593 |
|
|
2023
Q1 | $33.6K | Hold |
642
| – | – | 0.01% | 311 |
|
|
2022
Q4 | $53K | Hold |
642
| – | – | 0.01% | 246 |
|
|
2022
Q3 | $46K | Buy |
642
+62
| +11% | +$4.44K | 0.01% | 225 |
|
|
2022
Q2 | $37K | Hold |
580
| – | – | 0.01% | 197 |
|
|
2022
Q1 | $49K | Buy |
580
+200
| +53% | +$16.9K | 0.01% | 184 |
|
|
2021
Q4 | $32K | Hold |
380
| – | – | 0.01% | 220 |
|
|
2021
Q3 | $28K | Buy |
+380
| New | +$28K | 0.01% | 198 |
|
|
2018
Q1 | – | Sell |
-655
| Closed | -$34K | – | 268 |
|
|
2017
Q4 | $34K | Hold |
655
| – | – | 0.01% | 163 |
|
|
2017
Q3 | $29K | Hold |
655
| – | – | 0.01% | 175 |
|
|
2017
Q2 | $28K | Hold |
655
| – | – | 0.01% | 177 |
|
|
2017
Q1 | $27K | Sell |
655
-21
| -3% | -$866 | 0.01% | 180 |
|
|
2016
Q4 | $27K | Buy |
676
+21
| +3% | +$839 | 0.01% | 174 |
|
|
2016
Q3 | $21K | Hold |
655
| – | – | 0.01% | 175 |
|
|
2016
Q2 | $17K | Buy |
+655
| New | +$17K | 0.01% | 194 |
|
|
2015
Q3 | – | Sell |
-270
| Closed | -$9K | – | 302 |
|
|
2015
Q2 | $9K | Buy |
+270
| New | +$9K | ﹤0.01% | 221 |
|