First PREMIER Bank’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 | $41K | Hold |
450
| – | – | 0.01% | 239 |
|
|
2025
Q1 | $35K | Hold |
450
| – | – | 0.01% | 243 |
|
|
2024
Q4 | $33K | Hold |
450
| – | – | 0.01% | 239 |
|
|
2024
Q3 | $29K | Hold |
450
| – | – | 0.01% | 263 |
|
|
2024
Q2 | $33K | Hold |
450
| – | – | 0.01% | 232 |
|
|
2024
Q1 | $33K | Sell |
450
-265
| -37% | -$19.4K | 0.01% | 237 |
|
|
2023
Q4 | $49K | Hold |
715
| – | – | 0.01% | 215 |
|
|
2023
Q3 | $40K | Hold |
715
| – | – | 0.01% | 222 |
|
|
2023
Q2 | $41K | Hold |
715
| – | – | 0.01% | 237 |
|
|
2023
Q1 | $38K | Hold |
715
| – | – | 0.01% | 254 |
|
|
2022
Q4 | $59K | Buy |
715
+450
| +170% | +$37.1K | 0.02% | 217 |
|
|
2022
Q3 | $19K | Buy |
+265
| New | +$19K | 0.01% | 306 |
|
|
2022
Q2 | – | Sell |
-1,552
| Closed | -$131K | – | 408 |
|
|
2022
Q1 | $131K | Buy |
1,552
+12
| +0.8% | +$1.01K | 0.03% | 168 |
|
|
2021
Q4 | $129K | Buy |
1,540
+15
| +1% | +$1.26K | 0.03% | 170 |
|
|
2021
Q3 | $112K | Buy |
1,525
+500
| +49% | +$36.7K | 0.03% | 173 |
|
|
2021
Q2 | $75K | Buy |
1,025
+25
| +3% | +$1.83K | 0.02% | 199 |
|
|
2021
Q1 | $65K | Hold |
1,000
| – | – | 0.02% | 182 |
|
|
2020
Q4 | $53K | Hold |
1,000
| – | – | 0.02% | 189 |
|
|
2020
Q3 | $36K | Sell |
1,000
-100
| -9% | -$3.6K | 0.02% | 199 |
|
|
2020
Q2 | $37K | Sell |
1,100
-425
| -28% | -$14.3K | 0.02% | 184 |
|
|
2020
Q1 | $51K | Buy |
1,525
+200
| +15% | +$6.69K | 0.03% | 156 |
|
|
2019
Q4 | $63K | Hold |
1,325
| – | – | 0.03% | 158 |
|
|
2019
Q3 | $55K | Buy |
1,325
+100
| +8% | +$4.15K | 0.03% | 154 |
|
|
2019
Q2 | $49K | Buy |
+1,225
| New | +$49K | 0.03% | 153 |
|