Dudley & Shanley’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22M | Buy |
240,963
+400
| +0.2% | +$36.5K | 3.45% | 14 |
|
|
2025
Q1 | $18.8M | Buy |
240,563
+180
| +0.1% | +$14.1K | 2.97% | 17 |
|
|
2024
Q4 | $17.8M | Hold |
240,383
| – | – | 2.75% | 20 |
|
|
2024
Q3 | $15.6M | Buy |
240,383
+4,900
| +2% | +$318K | 2.44% | 20 |
|
|
2024
Q2 | $17.4M | Buy |
235,483
+46,788
| +25% | +$3.45M | 2.98% | 19 |
|
|
2024
Q1 | $13.7M | Buy |
+188,695
| New | +$13.7M | 2.3% | 19 |
|