Farmers & Merchants Investments Inc’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 | $114K | Hold |
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|
2025
Q2 | $109K | Sell |
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|
2025
Q1 | $153K | Buy |
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|
2024
Q4 | $134K | Hold |
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|
2024
Q3 | $117K | Hold |
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|
2024
Q2 | $133K | Sell |
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|
2024
Q1 | $131K | Hold |
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|
2023
Q4 | $125K | Sell |
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|
2023
Q3 | $104K | Sell |
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|
2023
Q2 | $120K | Sell |
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|
2023
Q1 | $286K | Buy |
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|
2022
Q4 | $83.7K | Buy |
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|
2022
Q3 | $71K | Buy |
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|
2022
Q2 | $50K | Buy |
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|
2022
Q1 | $66K | Hold |
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|
2021
Q4 | $66K | Hold |
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|
2021
Q3 | $57K | Sell |
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|
2021
Q2 | $68K | Buy |
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|
2021
Q1 | $49K | Hold |
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|
2020
Q4 | $40K | Buy |
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|
2020
Q3 | $22K | Hold |
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|
2020
Q2 | $20K | Buy |
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|
2020
Q1 | $19K | Hold |
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|
2019
Q4 | $27K | Hold |
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|
2019
Q3 | $24K | Hold |
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|
2019
Q2 | $23K | Buy |
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|
2019
Q1 | $23K | Buy |
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|
2018
Q4 | $19K | Hold |
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|
2018
Q3 | $23K | Sell |
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|
2018
Q2 | $34K | Buy |
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|
2018
Q1 | $22K | Hold |
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|
2017
Q4 | $21K | Buy |
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|
2017
Q3 | $17K | Buy |
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|
2017
Q2 | $12K | Hold |
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|
2017
Q1 | $12K | Hold |
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|
2016
Q4 | $11K | Hold |
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|
2016
Q3 | $9K | Hold |
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|
2016
Q2 | $7K | Hold |
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|
2016
Q1 | $8K | Hold |
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|
2015
Q4 | $9K | Hold |
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|
2015
Q3 | $8K | Hold |
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|
2015
Q2 | $9K | Hold |
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|
2015
Q1 | $9K | Buy |
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|
2014
Q4 | $1K | Hold |
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|
2014
Q3 | $1K | Hold |
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|
2014
Q2 | $1K | Hold |
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|
2014
Q1 | $1K | Hold |
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|
2013
Q4 | $1K | Hold |
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|
2013
Q3 | $0 | Hold |
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|
2013
Q2 | $0 | Buy |
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