Charles Schwab’s The First Bancshares, Inc. FBMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $8M | Sell |
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|
2024
Q4 | $33.8M | Buy |
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|
2024
Q3 | $28.9M | Buy |
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|
2024
Q2 | $22.4M | Buy |
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|
2024
Q1 | $22M | Buy |
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|
2023
Q4 | $6.56M | Sell |
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|
2023
Q3 | $6.05M | Buy |
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|
2023
Q2 | $5.57M | Buy |
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|
2023
Q1 | $5.17M | Buy |
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|
2022
Q4 | $5.49M | Buy |
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|
2022
Q3 | $4.93M | Buy |
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|
2022
Q2 | $4.16M | Sell |
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|
2022
Q1 | $5.14M | Buy |
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|
2021
Q4 | $5.6M | Buy |
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|
2021
Q3 | $5.49M | Sell |
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|
2021
Q2 | $5.33M | Buy |
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|
2021
Q1 | $5.18M | Sell |
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|
2020
Q4 | $4.38M | Buy |
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|
2020
Q3 | $2.97M | Sell |
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|
2020
Q2 | $3.19M | Buy |
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|
2020
Q1 | $2.19M | Buy |
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|
2019
Q4 | $4M | Buy |
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|
2019
Q3 | $3.31M | Buy |
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|
2019
Q2 | $1.15M | Buy |
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|
2019
Q1 | $856K | Hold |
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|
2018
Q4 | $838K | Buy |
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|
2018
Q3 | $1.04M | Hold |
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|
2018
Q2 | $956K | Buy |
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|
2018
Q1 | $709K | Buy |
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|
2017
Q4 | $660K | Buy |
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|
2017
Q3 | $429K | Hold |
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|
2017
Q2 | $392K | Buy |
|