Canandaigua National Bank & Trust’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 | $2.8M | Sell |
|
|||||
|
2025
Q2 | $2.69M | Sell |
|
|||||
|
2025
Q1 | $2.64M | Buy |
|
|||||
|
2024
Q4 | $2.46M | Buy |
|
|||||
|
2024
Q3 | $2.01M | Buy |
|
|||||
|
2024
Q2 | $2.27M | Sell |
|
|||||
|
2024
Q1 | $2.34M | Buy |
|
|||||
|
2023
Q4 | $1.89M | Sell |
|
|||||
|
2023
Q3 | $1.93M | Buy |
|
|||||
|
2023
Q2 | $1.68M | Buy |
|
|||||
|
2023
Q1 | $597K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $730K | Sell |
|
|||||
|
2019
Q3 | $787K | Buy |
|
|||||
|
2019
Q2 | $739K | Buy |
|