Avidian Wealth Enterprises’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 | $494K | Sell |
5,414
-25
| -0.5% | -$2.28K | 0.02% | 337 |
|
|
2025
Q1 | $426K | Buy |
5,439
+154
| +3% | +$12.1K | 0.02% | 340 |
|
|
2024
Q4 | $391K | Buy |
5,285
+299
| +6% | +$22.1K | 0.02% | 346 |
|
|
2024
Q3 | $323K | Buy |
4,986
+82
| +2% | +$5.32K | 0.01% | 383 |
|
|
2024
Q2 | $361K | Buy |
+4,904
| New | +$361K | 0.02% | 347 |
|
|
2023
Q2 | – | Sell |
-11,726
| Closed | -$614K | – | 474 |
|
|
2023
Q1 | $614K | Buy |
+11,726
| New | +$614K | 0.03% | 263 |
|