GAG
GM Advisory Group’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.26M | Buy |
35,776
+3,228
| +10% | +$295K | 0.16% | 69 |
|
|
2025
Q1 | $2.55M | Buy |
32,548
+11,812
| +57% | +$925K | 0.14% | 73 |
|
|
2024
Q4 | $1.53M | Buy |
20,736
+750
| +4% | +$55.5K | 0.08% | 95 |
|
|
2024
Q3 | $1.3M | Sell |
19,986
-400
| -2% | -$25.9K | 0.08% | 99 |
|
|
2024
Q2 | $1.5M | Sell |
20,386
-346
| -2% | -$25.5K | 0.1% | 90 |
|
|
2024
Q1 | $1.5M | Sell |
20,732
-229
| -1% | -$16.6K | 0.11% | 87 |
|
|
2023
Q4 | $1.44M | Buy |
20,961
+750
| +4% | +$51.6K | 0.11% | 75 |
|
|
2023
Q3 | $1.11M | Buy |
20,211
+9,700
| +92% | +$533K | 0.09% | 79 |
|
|
2023
Q2 | $596K | Sell |
10,511
-8,750
| -45% | -$496K | 0.05% | 111 |
|
|
2023
Q1 | $1.01M | Buy |
+19,261
| New | +$1.01M | 0.09% | 76 |
|