Griffin Asset Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $893K | Buy |
|
|||||
|
2022
Q4 | $1.41M | Sell |
|
|||||
|
2022
Q3 | $1.23M | Buy |
|
|||||
|
2022
Q2 | $1.06M | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $909K | Sell |
|
|||||
|
2019
Q2 | $947K | Sell |
|
|||||
|
2019
Q1 | $1.32M | Sell |
|
|||||
|
2018
Q4 | $1.35M | Sell |
|
|||||
|
2018
Q3 | $1.6M | Sell |
|
|||||
|
2018
Q2 | $1.71M | Sell |
|
|||||
|
2018
Q1 | $2.14M | Sell |
|
|||||
|
2017
Q4 | $2.13M | Buy |
|
|||||
|
2017
Q3 | $1.8M | Buy |
|