Geller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $506K | Sell |
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|
2024
Q3 | $461K | Sell |
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|
2024
Q2 | $542K | Buy |
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|
2024
Q1 | $491K | Sell |
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|
2023
Q4 | $473K | Buy |
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|
2023
Q3 | $291K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $327K | Buy |
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|
2022
Q2 | $270K | Sell |
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|
2022
Q1 | $365K | Buy |
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|
2021
Q4 | $362K | Sell |
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|
2021
Q3 | $315K | Buy |
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|
2021
Q2 | $295K | Buy |
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|
2021
Q1 | $263K | Buy |
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|
2020
Q4 | $207K | Buy |
|