Charles Schwab’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $51.2M | Sell |
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|
2025
Q2 | $42.1M | Buy |
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|
2025
Q1 | $36.6M | Buy |
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|
2024
Q4 | $38.4M | Buy |
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|
2024
Q3 | $34.8M | Buy |
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|
2024
Q2 | $30.7M | Buy |
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|
2024
Q1 | $34.9M | Buy |
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|
2023
Q4 | $31.6M | Buy |
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|
2023
Q3 | $27.6M | Buy |
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|
2023
Q2 | $34M | Buy |
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|
2023
Q1 | $38.1M | Buy |
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|
2022
Q4 | $40.2M | Buy |
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|
2022
Q3 | $37.2M | Buy |
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|
2022
Q2 | $35.9M | Buy |
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|
2022
Q1 | $34.8M | Buy |
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|
2021
Q4 | $39M | Buy |
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|
2021
Q3 | $33.8M | Buy |
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|
2021
Q2 | $19.4M | Buy |
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|
2021
Q1 | $16.4M | Buy |
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|
2020
Q4 | $15.4M | Buy |
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|
2020
Q3 | $13.8M | Buy |
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|
2020
Q2 | $13.7M | Buy |
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|
2020
Q1 | $12.8M | Buy |
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|
2019
Q4 | $13.6M | Buy |
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|
2019
Q3 | $9.71M | Buy |
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|
2019
Q2 | $10.7M | Sell |
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|
2019
Q1 | $9.76M | Buy |
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|
2018
Q4 | $9.9M | Sell |
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|
2018
Q3 | $12.5M | Buy |
|
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|
2018
Q2 | $9.3M | Buy |
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|
2018
Q1 | $7.75M | Buy |
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|
2017
Q4 | $6.8M | Buy |
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|
2017
Q3 | $5.92M | Buy |
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|
2017
Q2 | $5.35M | Buy |
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|
2017
Q1 | $4.29M | Buy |
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|
2016
Q4 | $3.77M | Buy |
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|
2016
Q3 | $3.69M | Buy |
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|
2016
Q2 | $3.03M | Buy |
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|
2016
Q1 | $2.48M | Buy |
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|
2015
Q4 | $2.56M | Buy |
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|
2015
Q3 | $2.31M | Buy |
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|
2015
Q2 | $2.24M | Buy |
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|
2015
Q1 | $1.99M | Buy |
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|
2014
Q4 | $1.67M | Sell |
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|
2014
Q3 | $3.04M | Sell |
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|
2014
Q2 | $2.97M | Buy |
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|
2014
Q1 | $1.14M | Buy |
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|
2013
Q4 | $636K | Buy |
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