Bank Pictet & Cie (Asia)’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $380K | Hold |
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|
2024
Q1 | $373K | Sell |
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|
2023
Q4 | $1.59M | Hold |
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|
2023
Q3 | $1.27M | Hold |
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|
2023
Q2 | $1.31M | Hold |
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|
2023
Q1 | $1.21M | Buy |
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|
2022
Q4 | $1.25M | Buy |
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|
2022
Q3 | $950K | Sell |
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|
2022
Q2 | $870K | Sell |
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|
2022
Q1 | $1.39M | Sell |
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|
2021
Q4 | $2.14M | Hold |
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|
2021
Q3 | $1.85M | Buy |
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|
2021
Q2 | $1.84M | Buy |
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|
2021
Q1 | $1.63M | Buy |
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|
2020
Q4 | $1.2M | Sell |
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|
2020
Q3 | $1.02M | Buy |
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|
2020
Q2 | $718K | Hold |
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|
2020
Q1 | $715K | Buy |
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