Atwood & Palmer’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 | $211K | Buy |
2,313
+2,000
| +639% | +$182K | 0.01% | 150 |
|
|
2025
Q1 | $24.5K | Buy |
+313
| New | +$24.5K | ﹤0.01% | 276 |
|
|
2022
Q2 | – | Sell |
-65
| Closed | -$5K | – | 437 |
|
|
2022
Q1 | $5K | Hold |
65
| – | – | ﹤0.01% | 396 |
|
|
2021
Q4 | $5K | Hold |
65
| – | – | ﹤0.01% | 403 |
|
|
2021
Q3 | $5K | Hold |
65
| – | – | ﹤0.01% | 383 |
|
|
2021
Q2 | $5K | Hold |
65
| – | – | ﹤0.01% | 368 |
|
|
2021
Q1 | $4K | Buy |
+65
| New | +$4K | ﹤0.01% | 400 |
|
|
2020
Q3 | – | Sell |
-475
| Closed | -$16K | – | 343 |
|
|
2020
Q2 | $16K | Hold |
475
| – | – | ﹤0.01% | 240 |
|
|
2020
Q1 | $16K | Buy |
+475
| New | +$16K | ﹤0.01% | 231 |
|
|
2019
Q1 | – | Sell |
-230
| Closed | -$10K | – | 333 |
|
|
2018
Q4 | $10K | Buy |
+230
| New | +$10K | ﹤0.01% | 252 |
|
|
2016
Q1 | – | Sell |
-426
| Closed | -$14K | – | 377 |
|
|
2015
Q4 | $14K | Hold |
426
| – | – | ﹤0.01% | 298 |
|
|
2015
Q3 | $12K | Hold |
426
| – | – | ﹤0.01% | 319 |
|
|
2015
Q2 | $14K | Buy |
+426
| New | +$14K | ﹤0.01% | 272 |
|