Azimuth Capital Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $371K | Sell |
|
|||||
|
2021
Q4 | $373K | Hold |
|
|||||
|
2021
Q3 | $323K | Sell |
|
|||||
|
2021
Q2 | $334K | Buy |
|
|||||
|
2021
Q1 | $297K | Hold |
|
|||||
|
2020
Q4 | $241K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $224K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $201K | Sell |
|
|||||
|
2018
Q4 | $3.97M | Sell |
|
|||||
|
2018
Q3 | $8.3M | Buy |
|
|||||
|
2018
Q2 | $8.62M | Sell |
|
|||||
|
2018
Q1 | $9M | Sell |
|
|||||
|
2017
Q4 | $8.91M | Sell |
|
|||||
|
2017
Q3 | $8.68M | Sell |
|
|||||
|
2017
Q2 | $11.7M | Buy |
|
|||||
|
2017
Q1 | $10.3M | Buy |
|
|||||
|
2016
Q4 | $3.15M | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $210K | Sell |
|
|||||
|
2014
Q3 | $212K | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $204K | Sell |
|
|||||
|
2013
Q4 | $240K | Buy |
|