Ariston Services Group’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 | $361K | Hold |
3,958
| – | – | 0.26% | 37 |
|
2025
Q1 | $310K | Hold |
3,958
| – | – | 0.26% | 42 |
|
2024
Q4 | $293K | Hold |
3,958
| – | – | 0.25% | 42 |
|
2024
Q3 | $257K | Sell |
3,958
-1,981
| -33% | -$128K | 0.22% | 47 |
|
2024
Q2 | $438K | Sell |
5,939
-55
| -0.9% | -$4.05K | 0.42% | 23 |
|
2024
Q1 | $434K | Hold |
5,994
| – | – | 0.42% | 23 |
|
2023
Q4 | $412K | Buy |
+5,994
| New | +$412K | 0.4% | 24 |
|