First United Bank & Trust’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 | $8.49K | Hold |
93
| – | – | ﹤0.01% | 315 |
|
|
2025
Q1 | $7.28K | Buy |
93
+28
| +43% | +$2.19K | ﹤0.01% | 328 |
|
|
2024
Q4 | $4.81K | Hold |
65
| – | – | ﹤0.01% | 344 |
|
|
2024
Q3 | $4.21K | Hold |
65
| – | – | ﹤0.01% | 351 |
|
|
2024
Q2 | $4.79K | Hold |
65
| – | – | ﹤0.01% | 361 |
|
|
2024
Q1 | $4.7K | Hold |
65
| – | – | ﹤0.01% | 377 |
|
|
2023
Q4 | $4.47K | Buy |
+65
| New | +$4.47K | ﹤0.01% | 395 |
|