Farmers & Merchants Investments Inc’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 | $109K | Sell |
1,199
-756
| -39% | -$69K | ﹤0.01% | 356 |
|
|
2025
Q1 | $153K | Buy |
1,955
+144
| +8% | +$11.3K | ﹤0.01% | 327 |
|
|
2024
Q4 | $134K | Hold |
1,811
| – | – | ﹤0.01% | 345 |
|
|
2024
Q3 | $117K | Hold |
1,811
| – | – | ﹤0.01% | 357 |
|
|
2024
Q2 | $133K | Sell |
1,811
-5
| -0.3% | -$368 | ﹤0.01% | 335 |
|
|
2024
Q1 | $131K | Hold |
1,816
| – | – | ﹤0.01% | 320 |
|
|
2023
Q4 | $125K | Sell |
1,816
-80
| -4% | -$5.5K | ﹤0.01% | 318 |
|
|
2023
Q3 | $104K | Sell |
1,896
-220
| -10% | -$12.1K | ﹤0.01% | 332 |
|
|
2023
Q2 | $120K | Sell |
2,116
-3,350
| -61% | -$190K | ﹤0.01% | 324 |
|
|
2023
Q1 | $286K | Buy |
5,466
+4,461
| +444% | +$234K | 0.01% | 258 |
|
|
2022
Q4 | $83.7K | Buy |
1,005
+20
| +2% | +$1.67K | ﹤0.01% | 347 |
|
|
2022
Q3 | $71K | Buy |
985
+190
| +24% | +$13.7K | ﹤0.01% | 373 |
|
|
2022
Q2 | $50K | Buy |
795
+15
| +2% | +$943 | ﹤0.01% | 416 |
|
|
2022
Q1 | $66K | Hold |
780
| – | – | ﹤0.01% | 390 |
|
|
2021
Q4 | $66K | Hold |
780
| – | – | ﹤0.01% | 393 |
|
|
2021
Q3 | $57K | Sell |
780
-151
| -16% | -$11K | ﹤0.01% | 390 |
|
|
2021
Q2 | $68K | Buy |
931
+181
| +24% | +$13.2K | ﹤0.01% | 328 |
|
|
2021
Q1 | $49K | Hold |
750
| – | – | ﹤0.01% | 340 |
|
|
2020
Q4 | $40K | Buy |
750
+156
| +26% | +$8.32K | ﹤0.01% | 355 |
|
|
2020
Q3 | $22K | Hold |
594
| – | – | ﹤0.01% | 420 |
|
|
2020
Q2 | $20K | Buy |
594
+30
| +5% | +$1.01K | ﹤0.01% | 424 |
|
|
2020
Q1 | $19K | Hold |
564
| – | – | ﹤0.01% | 408 |
|
|
2019
Q4 | $27K | Hold |
564
| – | – | ﹤0.01% | 395 |
|
|
2019
Q3 | $24K | Hold |
564
| – | – | ﹤0.01% | 413 |
|
|
2019
Q2 | $23K | Buy |
564
+35
| +7% | +$1.43K | ﹤0.01% | 406 |
|
|
2019
Q1 | $23K | Buy |
529
+70
| +15% | +$3.04K | ﹤0.01% | 390 |
|
|
2018
Q4 | $19K | Hold |
459
| – | – | ﹤0.01% | 408 |
|
|
2018
Q3 | $23K | Sell |
459
-216
| -32% | -$10.8K | ﹤0.01% | 414 |
|
|
2018
Q2 | $34K | Buy |
675
+260
| +63% | +$13.1K | ﹤0.01% | 363 |
|
|
2018
Q1 | $22K | Hold |
415
| – | – | ﹤0.01% | 417 |
|
|
2017
Q4 | $21K | Buy |
415
+21
| +5% | +$1.06K | ﹤0.01% | 424 |
|
|
2017
Q3 | $17K | Buy |
394
+106
| +37% | +$4.57K | ﹤0.01% | 440 |
|
|
2017
Q2 | $12K | Hold |
288
| – | – | ﹤0.01% | 504 |
|
|
2017
Q1 | $12K | Hold |
288
| – | – | ﹤0.01% | 467 |
|
|
2016
Q4 | $11K | Hold |
288
| – | – | ﹤0.01% | 502 |
|
|
2016
Q3 | $9K | Hold |
288
| – | – | ﹤0.01% | 480 |
|
|
2016
Q2 | $7K | Hold |
288
| – | – | ﹤0.01% | 511 |
|
|
2016
Q1 | $8K | Hold |
288
| – | – | ﹤0.01% | 490 |
|
|
2015
Q4 | $9K | Hold |
288
| – | – | ﹤0.01% | 500 |
|
|
2015
Q3 | $8K | Hold |
288
| – | – | ﹤0.01% | 521 |
|
|
2015
Q2 | $9K | Hold |
288
| – | – | ﹤0.01% | 535 |
|
|
2015
Q1 | $9K | Buy |
288
+266
| +1,209% | +$8.31K | ﹤0.01% | 529 |
|
|
2014
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 663 |
|
|
2014
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 685 |
|
|
2014
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 649 |
|
|
2014
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 651 |
|
|
2013
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 666 |
|
|
2013
Q3 | $0 | Hold |
22
| – | – | ﹤0.01% | 672 |
|
|
2013
Q2 | $0 | Buy |
+22
| New | – | ﹤0.01% | 613 |
|