Charles Schwab’s Willis Lease Finance WLFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.43M | Sell |
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|
2025
Q2 | $3.62M | Buy |
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|
2025
Q1 | $3.59M | Sell |
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|
2024
Q4 | $4.81M | Buy |
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|
2024
Q3 | $3.42M | Buy |
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|
2024
Q2 | $582K | Buy |
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|
2024
Q1 | $389K | Hold |
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|
2023
Q4 | $384K | Sell |
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|
2023
Q3 | $357K | Buy |
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|
2023
Q2 | $299K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $278K | Buy |
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|
2021
Q4 | $252K | Buy |
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|
2021
Q3 | $216K | Sell |
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|
2021
Q2 | $300K | Sell |
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|
2021
Q1 | $313K | Hold |
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|
2020
Q4 | $219K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $444K | Buy |
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|
2019
Q3 | $398K | Buy |
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|
2019
Q2 | $411K | Sell |
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|
2019
Q1 | $324K | Buy |
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|
2018
Q4 | $224K | Sell |
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|
2018
Q3 | $225K | Hold |
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|
2018
Q2 | $206K | Hold |
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|
2018
Q1 | $223K | Buy |
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