American National Insurance’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $1.9M | Sell |
22,580
-4,975
| -18% | -$420K | 0.51% | 46 |
|
2021
Q4 | $2.32M | Sell |
27,555
-165,112
| -86% | -$13.9M | 0.51% | 48 |
|
2021
Q3 | $14M | Sell |
192,667
-155
| -0.1% | -$11.3K | 0.53% | 52 |
|
2021
Q2 | $14M | Sell |
192,822
-270
| -0.1% | -$19.7K | 0.53% | 50 |
|
2021
Q1 | $12.6M | Sell |
193,092
-153
| -0.1% | -$9.97K | 0.51% | 57 |
|
2020
Q4 | $10.3M | Hold |
193,245
| – | – | 0.44% | 67 |
|
2020
Q3 | $7M | Hold |
193,245
| – | – | 0.34% | 86 |
|
2020
Q2 | $6.52M | Hold |
193,245
| – | – | 0.34% | 85 |
|
2020
Q1 | $6.5M | Hold |
193,245
| – | – | 0.42% | 71 |
|
2019
Q4 | $9.19M | Sell |
193,245
-12,525
| -6% | -$596K | 0.48% | 66 |
|
2019
Q3 | $8.61M | Hold |
205,770
| – | – | 0.46% | 67 |
|
2019
Q2 | $8.27M | Sell |
205,770
-68,630
| -25% | -$2.76M | 0.44% | 67 |
|
2019
Q1 | $11.7M | Hold |
274,400
| – | – | 0.62% | 51 |
|
2018
Q4 | $11.4M | Hold |
274,400
| – | – | 0.67% | 44 |
|
2018
Q3 | $13.5M | Hold |
274,400
| – | – | 0.66% | 43 |
|
2018
Q2 | $14M | Hold |
274,400
| – | – | 0.69% | 37 |
|
2018
Q1 | $14.3M | Hold |
274,400
| – | – | 0.73% | 35 |
|
2017
Q4 | $14.1M | Hold |
274,400
| – | – | 0.71% | 43 |
|
2017
Q3 | $12M | Sell |
274,400
-10,000
| -4% | -$437K | 0.63% | 50 |
|
2017
Q2 | $12.2M | Hold |
284,400
| – | – | 0.67% | 49 |
|
2017
Q1 | $11.6M | Hold |
284,400
| – | – | 0.64% | 43 |
|
2016
Q4 | $11.2M | Hold |
284,400
| – | – | 0.65% | 45 |
|
2016
Q3 | $8.98M | Hold |
284,400
| – | – | 0.52% | 56 |
|
2016
Q2 | $7.2M | Hold |
284,400
| – | – | 0.42% | 72 |
|
2016
Q1 | $7.97M | Sell |
284,400
-600
| -0.2% | -$16.8K | 0.47% | 63 |
|
2015
Q4 | $9.39M | Hold |
285,000
| – | – | 0.56% | 52 |
|
2015
Q3 | $8.14M | Hold |
285,000
| – | – | 0.52% | 60 |
|
2015
Q2 | $9.31M | Hold |
285,000
| – | – | 0.55% | 54 |
|
2015
Q1 | $8.68M | Hold |
285,000
| – | – | 0.51% | 59 |
|
2014
Q4 | $8.6M | Hold |
285,000
| – | – | 0.51% | 55 |
|
2014
Q3 | $8.38M | Hold |
285,000
| – | – | 0.51% | 58 |
|
2014
Q2 | $7.68M | Hold |
285,000
| – | – | 0.46% | 69 |
|
2014
Q1 | $7.79M | Hold |
285,000
| – | – | 0.5% | 61 |
|
2013
Q4 | $7.41M | Hold |
285,000
| – | – | 0.48% | 67 |
|
2013
Q3 | $6.03M | Hold |
285,000
| – | – | 0.43% | 75 |
|
2013
Q2 | $6.05M | Buy |
+285,000
| New | +$6.05M | 0.45% | 69 |
|