Charles Schwab’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31.5M | Buy |
936,599
+124,589
| +15% | +$4.33M | ﹤0.01% | 1473 |
|
|
2025
Q4 | $27.1M | Sell |
812,010
-5,153
| -0.6% | -$173K | ﹤0.01% | 1558 |
|
|
2025
Q3 | $28.2M | Buy |
817,163
+20,594
| +3% | +$738K | ﹤0.01% | 1522 |
|
|
2025
Q2 | $27.2M | Sell |
796,569
-24,093
| -3% | -$804K | ﹤0.01% | 1498 |
|
|
2025
Q1 | $28.1M | Sell |
820,662
-24,673
| -3% | -$869K | 0.01% | 1436 |
|
|
2024
Q4 | $28.8M | Buy |
845,335
+6,285
| +0.7% | +$219K | 0.01% | 1485 |
|
|
2024
Q3 | $27.7M | Buy |
839,050
+7,738
| +0.9% | +$249K | 0.01% | 1513 |
|
|
2024
Q2 | $22.7M | Buy |
831,312
+18,738
| +2% | +$504K | ﹤0.01% | 1594 |
|
|
2024
Q1 | $22.8M | Buy |
812,574
+28,437
| +4% | +$790K | 0.01% | 1531 |
|
|
2023
Q4 | $23.3M | Buy |
784,137
+31,755
| +4% | +$823K | 0.01% | 1495 |
|
|
2023
Q3 | $17.3M | Buy |
752,382
+41,667
| +6% | +$1M | ﹤0.01% | 1592 |
|
|
2023
Q2 | $16.5M | Buy |
710,715
+18,581
| +3% | +$447K | ﹤0.01% | 1623 |
|
|
2023
Q1 | $18.4M | Buy |
692,134
+24,213
| +4% | +$715K | 0.01% | 1532 |
|
|
2022
Q4 | $20.6M | Buy |
667,921
+15,279
| +2% | +$474K | 0.01% | 1420 |
|
|
2022
Q3 | $17.5M | Buy |
652,642
+23,544
| +4% | +$676K | 0.01% | 1467 |
|
|
2022
Q2 | $17.1M | Sell |
629,098
-55,149
| -8% | -$1.57M | 0.01% | 1522 |
|
|
2022
Q1 | $20.5M | Buy |
684,247
+95,559
| +16% | +$3.01M | 0.01% | 1530 |
|
|
2021
Q4 | $18.6M | Buy |
588,688
+11,032
| +2% | +$351K | 0.01% | 1636 |
|
|
2021
Q3 | $18M | Buy |
577,656
+11,730
| +2% | +$353K | 0.01% | 1670 |
|
|
2021
Q2 | $17.2M | Buy |
565,926
+11,335
| +2% | +$356K | 0.01% | 1695 |
|
|
2021
Q1 | $16.9M | Buy |
554,591
+19,479
| +4% | +$541K | 0.01% | 1655 |
|
|
2020
Q4 | $12.6M | Buy |
535,112
+29,604
| +6% | +$612K | 0.01% | 1721 |
|
|
2020
Q3 | $8.29M | Buy |
505,508
+17,438
| +4% | +$310K | ﹤0.01% | 1812 |
|
|
2020
Q2 | $9.2M | Buy |
488,070
+52,331
| +12% | +$971K | ﹤0.01% | 1705 |
|
|
2020
Q1 | $7.88M | Buy |
435,739
+35,295
| +9% | +$869K | ﹤0.01% | 1595 |
|
|
2019
Q4 | $11.1M | Buy |
400,444
+7,983
| +2% | +$224K | 0.01% | 1613 |
|
|
2019
Q3 | $10.9M | Buy |
392,461
+8,776
| +2% | +$239K | 0.01% | 1553 |
|
|
2019
Q2 | $10.5M | Buy |
383,685
+10,425
| +3% | +$275K | 0.01% | 1571 |
|
|
2019
Q1 | $9.24M | Buy |
373,260
+11,601
| +3% | +$305K | 0.01% | 1649 |
|
|
2018
Q4 | $8.66M | Sell |
361,659
-1,190
| -0.3% | -$32.7K | 0.01% | 1541 |
|
|
2018
Q3 | $11.2M | Buy |
362,849
+13,231
| +4% | +$428K | 0.01% | 1564 |
|
|
2018
Q2 | $11.2M | Buy |
349,618
+26,678
| +8% | +$828K | 0.01% | 1517 |
|
|
2018
Q1 | $9.24M | Buy |
322,940
+28,206
| +10% | +$848K | 0.01% | 1548 |
|
|
2017
Q4 | $9.06M | Buy |
294,734
+14,447
| +5% | +$482K | 0.01% | 1543 |
|
|
2017
Q3 | $9.39M | Buy |
280,287
+32,284
| +13% | +$1M | 0.01% | 1484 |
|
|
2017
Q2 | $7.64M | Buy |
248,003
+3,522
| +1% | +$109K | 0.01% | 1540 |
|
|
2017
Q1 | $7.92M | Buy |
244,481
+12,618
| +5% | +$409K | 0.01% | 1472 |
|
|
2016
Q4 | $7.71M | Buy |
231,863
+16,022
| +7% | +$462K | 0.01% | 1443 |
|
|
2016
Q3 | $5.19M | Sell |
215,841
-15,145
| -7% | -$351K | 0.01% | 1630 |
|
|
2016
Q2 | $5M | Buy |
230,986
+48,790
| +27% | +$1.02M | 0.01% | 1555 |
|
|
2016
Q1 | $3.5M | Buy |
182,196
+11,961
| +7% | +$221K | ﹤0.01% | 1736 |
|
|
2015
Q4 | $3.55M | Buy |
170,235
+21,819
| +15% | +$461K | ﹤0.01% | 1740 |
|
|
2015
Q3 | $2.8M | Buy |
148,416
+23,040
| +18% | +$413K | ﹤0.01% | 1859 |
|
|
2015
Q2 | $2.04M | Buy |
125,376
+4,428
| +4% | +$71.9K | ﹤0.01% | 2092 |
|
|
2015
Q1 | $1.95M | Buy |
120,948
+43,156
| +55% | +$668K | ﹤0.01% | 2067 |
|
|
2014
Q4 | $1.18M | Buy |
77,792
+2,196
| +3% | +$32.4K | ﹤0.01% | 2281 |
|
|
2014
Q3 | $1.03M | Buy |
75,596
+1,780
| +2% | +$26.4K | ﹤0.01% | 2288 |
|
|
2014
Q2 | $1.16M | Buy |
73,816
+6,940
| +10% | +$108K | ﹤0.01% | 2249 |
|
|
2014
Q1 | $1.04M | Buy |
66,876
+2,100
| +3% | +$31.9K | ﹤0.01% | 2271 |
|
|
2013
Q4 | $997K | Buy |
64,776
+2,532
| +4% | +$37.7K | ﹤0.01% | 2274 |
|
|
2013
Q3 | $897K | Buy |
62,244
+1,086
| +2% | +$16.6K | ﹤0.01% | 2262 |
|
|
2013
Q2 | $915K | Buy |
+61,158
| New | +$889K | ﹤0.01% | 2209 |
|
Other funds holding TOWN
VPM
VCM
PFPGI