Denver PWM’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $357K | Hold |
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|
2025
Q2 | $357K | Buy |
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|
2025
Q1 | $306K | Sell |
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|
2024
Q4 | $307K | Sell |
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|
2024
Q3 | $283K | Sell |
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|
2024
Q2 | $341K | Buy |
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|
2024
Q1 | $330K | Sell |
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|
2023
Q4 | $334K | Buy |
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|
2023
Q3 | $265K | Sell |
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|
2023
Q2 | $282K | Buy |
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|
2023
Q1 | $235K | Buy |
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|
2022
Q4 | $384K | Buy |
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|
2022
Q3 | $325K | Buy |
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|
2022
Q2 | $282K | Sell |
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|
2022
Q1 | $444K | Sell |
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|
2021
Q4 | $552K | Buy |
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|
2021
Q3 | $396K | Buy |
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|
2021
Q2 | $397K | Sell |
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|
2021
Q1 | $224K | Sell |
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|
2020
Q4 | $336K | Buy |
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|
2020
Q3 | $224K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $144K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $249K | Sell |
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|
2018
Q4 | $257K | Sell |
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|
2018
Q3 | $290K | Buy |
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