Garrison Bradford & Associates’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 | $2.54M | Buy |
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|
2025
Q1 | $1.9M | Buy |
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|
2024
Q4 | $1.8M | Sell |
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|
2024
Q3 | $1.59M | Sell |
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|
2024
Q2 | $1.83M | Buy |
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|
2024
Q1 | $1.79M | Buy |
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|
2023
Q4 | $1.7M | Sell |
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|
2023
Q3 | $1.98M | Buy |
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|
2023
Q2 | $1.55M | Buy |
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|
2023
Q1 | $1.27M | Buy |
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|
2022
Q4 | $1.38M | Buy |
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|
2022
Q3 | $327K | Buy |
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|
2022
Q2 | $260K | Buy |
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|
2022
Q1 | $346K | Hold |
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|
2021
Q4 | $345K | Sell |
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|
2021
Q3 | $328K | Hold |
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|
2021
Q2 | $328K | Hold |
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|
2021
Q1 | $293K | Buy |
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