Five Oceans Advisors’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
$244K Sell
2025
Q2
$247K Buy
2025
Q1
$210K Buy
2023
Q1
Sell
2022
Q4
$225K Sell
2022
Q3
$203K Buy
2022
Q2
Sell
2022
Q1
$233K Sell
2021
Q4
$241K Buy