FineMark National Bank & Trust’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 | $1.56M | Sell |
|
|||||
|
2025
Q1 | $1.35M | Sell |
|
|||||
|
2024
Q4 | $1.29M | Buy |
|
|||||
|
2024
Q3 | $1.13M | Sell |
|
|||||
|
2024
Q2 | $1.31M | Sell |
|
|||||
|
2024
Q1 | $1.35M | Sell |
|
|||||
|
2023
Q4 | $2.14M | Buy |
|
|||||
|
2023
Q3 | $622K | Sell |
|
|||||
|
2023
Q2 | $664K | Buy |
|
|||||
|
2023
Q1 | $585K | Buy |
|
|||||
|
2022
Q4 | $895K | Sell |
|
|||||
|
2022
Q3 | $775K | Sell |
|
|||||
|
2022
Q2 | $690K | Sell |
|
|||||
|
2022
Q1 | $947K | Buy |
|
|||||
|
2021
Q4 | $802K | Sell |
|
|||||
|
2021
Q3 | $700K | Buy |
|
|||||
|
2021
Q2 | $661K | Buy |
|
|||||
|
2021
Q1 | $580K | Sell |
|
|||||
|
2020
Q4 | $484K | Buy |
|
|||||
|
2020
Q3 | $281K | Buy |
|
|||||
|
2020
Q2 | $259K | Sell |
|
|||||
|
2020
Q1 | $298K | Buy |
|
|||||
|
2019
Q4 | $392K | Buy |
|
|||||
|
2019
Q3 | $308K | Buy |
|
|||||
|
2019
Q2 | $220K | Sell |
|
|||||
|
2019
Q1 | $238K | Sell |
|
|||||
|
2018
Q4 | $251K | Hold |
|
|||||
|
2018
Q3 | $296K | Sell |
|
|||||
|
2018
Q2 | $738K | Buy |
|
|||||
|
2018
Q1 | $753K | Buy |
|
|||||
|
2017
Q4 | $736K | Sell |
|
|||||
|
2017
Q3 | $723K | Sell |
|
|||||
|
2017
Q2 | $763K | Sell |
|
|||||
|
2017
Q1 | $837K | Buy |
|
|||||
|
2016
Q4 | $743K | Sell |
|
|||||
|
2016
Q3 | $595K | Sell |
|
|||||
|
2016
Q2 | $509K | Sell |
|
|||||
|
2016
Q1 | $594K | Buy |
|
|||||
|
2015
Q4 | $433K | Buy |
|
|||||
|
2015
Q3 | $323K | Buy |
|
|||||
|
2015
Q2 | $358K | Sell |
|
|||||
|
2015
Q1 | $400K | Sell |
|
|||||
|
2014
Q4 | $1.28M | Buy |
|
|||||
|
2014
Q3 | $1.06M | Buy |
|
|||||
|
2014
Q2 | $910K | Buy |
|
|||||
|
2014
Q1 | $865K | Buy |
|
|||||
|
2013
Q4 | $773K | Sell |
|
|||||
|
2013
Q3 | $812K | Buy |
|
|||||
|
2013
Q2 | $551K | Buy |
|