Atwood & Palmer’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $191K | Sell |
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|
2025
Q2 | $211K | Buy |
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|
2025
Q1 | $24.5K | Buy |
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $5K | Hold |
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|
2021
Q4 | $5K | Hold |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $5K | Hold |
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|
2021
Q1 | $4K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $16K | Hold |
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|
2020
Q1 | $16K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $10K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $14K | Hold |
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|
2015
Q3 | $12K | Hold |
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|
2015
Q2 | $14K | Buy |
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