Charles Schwab’s NACCO Industries NC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Sell |
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|
2025
Q1 | $394K | Hold |
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|
2024
Q4 | $348K | Hold |
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|
2024
Q3 | $331K | Hold |
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|
2024
Q2 | $323K | Hold |
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|
2024
Q1 | $353K | Hold |
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|
2023
Q4 | $426K | Hold |
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|
2023
Q3 | $409K | Hold |
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|
2023
Q2 | $405K | Buy |
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|
2023
Q1 | $403K | Hold |
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|
2022
Q4 | $425K | Buy |
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|
2022
Q3 | $512K | Hold |
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|
2022
Q2 | $413K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $464K | Sell |
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|
2021
Q1 | $579K | Sell |
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|
2020
Q4 | $698K | Buy |
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|
2020
Q3 | $476K | Sell |
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|
2020
Q2 | $629K | Buy |
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|
2020
Q1 | $707K | Buy |
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|
2019
Q4 | $1.17M | Buy |
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|
2019
Q3 | $1.56M | Buy |
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|
2019
Q2 | $1.21M | Buy |
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|
2019
Q1 | $886K | Buy |
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|
2018
Q4 | $775K | Buy |
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|
2018
Q3 | $724K | Sell |
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|
2018
Q2 | $859K | Buy |
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|
2018
Q1 | $812K | Buy |
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|
2017
Q4 | $905K | Sell |
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|
2017
Q3 | $1.99M | Buy |
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|
2017
Q2 | $1.56M | Sell |
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|
2017
Q1 | $1.59M | Buy |
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|
2016
Q4 | $1.95M | Buy |
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|
2016
Q3 | $1.37M | Sell |
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|
2016
Q2 | $1.19M | Buy |
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|
2016
Q1 | $1.17M | Buy |
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|
2015
Q4 | $753K | Buy |
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|
2015
Q3 | $822K | Buy |
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|
2015
Q2 | $1M | Buy |
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|
2015
Q1 | $853K | Buy |
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|
2014
Q4 | $921K | Sell |
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|
2014
Q3 | $816K | Buy |
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|
2014
Q2 | $812K | Sell |
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|
2014
Q1 | $1.72M | Buy |
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|
2013
Q4 | $1.73M | Buy |
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|
2013
Q3 | $1.48M | Sell |
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|
2013
Q2 | $2.8M | Buy |
|