Bank of the West’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
Q4 | $479K | Sell |
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|
2022
Q3 | $419K | Sell |
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|
2022
Q2 | $379K | Sell |
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|
2022
Q1 | $507K | Sell |
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|
2021
Q4 | $543K | Sell |
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|
2021
Q3 | $483K | Sell |
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|
2021
Q2 | $741K | Sell |
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|
2021
Q1 | $718K | Sell |
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|
2020
Q4 | $622K | Sell |
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|
2020
Q3 | $550K | Sell |
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|
2020
Q2 | $622K | Sell |
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|
2020
Q1 | $2.15M | Sell |
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|
2019
Q4 | $4.36M | Sell |
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|
2019
Q3 | $5.32M | Buy |
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|
2019
Q2 | $4.54M | Buy |
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|
2019
Q1 | $4.05M | Buy |
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|
2018
Q4 | $3.76M | Buy |
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|
2018
Q3 | $3.35M | Buy |
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|
2018
Q2 | $2.75M | Sell |
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|
2018
Q1 | $2.9M | Sell |
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|
2017
Q4 | $5.4M | Buy |
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|
2017
Q3 | $4.51M | Buy |
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|
2017
Q2 | $2.99M | Buy |
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|
2017
Q1 | $1.98M | Buy |
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