Gould Capital’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 | $54.7K | Hold |
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|
2025
Q1 | $47K | Hold |
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|
2024
Q4 | $44.4K | Hold |
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|
2024
Q3 | $38.9K | Hold |
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|
2024
Q2 | $44.2K | Hold |
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|
2024
Q1 | $43.4K | Sell |
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|
2023
Q4 | $55K | Hold |
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|
2023
Q3 | $42.8K | Hold |
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|
2023
Q2 | $45.3K | Hold |
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|
2023
Q1 | $41.9K | Buy |
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|
2022
Q4 | $50K | Hold |
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|
2022
Q3 | $43K | Hold |
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|
2022
Q2 | $38K | Hold |
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|
2022
Q1 | $51K | Hold |
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|
2021
Q4 | $50K | Buy |
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