Essex Financial Services’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
Q2 | $1.22M | Buy |
|
|||||
|
2025
Q1 | $1.02M | Buy |
|
|||||
|
2024
Q4 | $961K | Sell |
|
|||||
|
2024
Q3 | $953K | Buy |
|
|||||
|
2024
Q2 | $819K | Buy |
|
|||||
|
2024
Q1 | $703K | Buy |
|
|||||
|
2023
Q4 | $640K | Buy |
|
|||||
|
2023
Q3 | $497K | Buy |
|
|||||
|
2023
Q2 | $491K | Buy |
|
|||||
|
2023
Q1 | $376K | Buy |
|
|||||
|
2022
Q4 | $256K | Sell |
|
|||||
|
2022
Q3 | $231K | Sell |
|
|||||
|
2022
Q2 | $218K | Buy |
|
|||||
|
2022
Q1 | $278K | Buy |
|
|||||
|
2021
Q4 | $262K | Sell |
|
|||||
|
2021
Q3 | $248K | Buy |
|
|||||
|
2021
Q2 | $239K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $295K | Buy |
|
|||||
|
2020
Q1 | $287K | Sell |
|
|||||
|
2019
Q4 | $407K | Sell |
|
|||||
|
2019
Q3 | $398K | Sell |
|
|||||
|
2019
Q2 | $395K | Sell |
|
|||||
|
2019
Q1 | $421K | Buy |
|
|||||
|
2018
Q4 | $391K | Sell |
|
|||||
|
2018
Q3 | $464K | Sell |
|
|||||
|
2018
Q2 | $684K | Hold |
|
|||||
|
2018
Q1 | $699K | Sell |
|
|||||
|
2017
Q4 | $725K | Sell |
|
|||||
|
2017
Q3 | $630K | Buy |
|
|||||
|
2017
Q2 | $606K | Sell |
|
|||||
|
2017
Q1 | $590K | Sell |
|
|||||
|
2016
Q4 | $609K | Sell |
|
|||||
|
2016
Q3 | $487K | Hold |
|
|||||
|
2016
Q2 | $390K | Buy |
|
|||||
|
2016
Q1 | $401K | Sell |
|
|||||
|
2015
Q4 | $475K | Sell |
|
|||||
|
2015
Q3 | $413K | Hold |
|
|||||
|
2015
Q2 | $473K | Hold |
|
|||||
|
2015
Q1 | $441K | Hold |
|
|||||
|
2014
Q4 | $437K | Hold |
|
|||||
|
2014
Q3 | $425K | Sell |
|
|||||
|
2014
Q2 | $394K | Buy |
|