Henry H. Armstrong 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $572K | Hold |
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|
2025
Q4 | $609K | Hold |
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|
2025
Q3 | $582K | Hold |
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|
2025
Q2 | $556K | Sell |
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|
2025
Q1 | $829K | Hold |
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|
2024
Q4 | $784K | Sell |
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|
2024
Q3 | $1.14M | Hold |
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|
2024
Q2 | $1.3M | Sell |
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|
2024
Q1 | $1.42M | Hold |
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|
2023
Q4 | $1.35M | Sell |
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|
2023
Q3 | $1.35M | Hold |
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|
2023
Q2 | $1.39M | Sell |
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|
2023
Q1 | $1.45M | Hold |
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|
2022
Q4 | $2.3M | Hold |
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|
2022
Q3 | $1.98M | Hold |
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|
2022
Q2 | $1.74M | Hold |
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|
2022
Q1 | $2.33M | Hold |
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|
2021
Q4 | $2.32M | Hold |
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|
2021
Q3 | $2.01M | Hold |
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|
2021
Q2 | $2.01M | Hold |
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|
2021
Q1 | $1.8M | Hold |
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|
2020
Q4 | $1.46M | Hold |
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|
2020
Q3 | $1M | Hold |
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|
2020
Q2 | $931K | Hold |
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|
2020
Q1 | $928K | Hold |
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|
2019
Q4 | $1.31M | Buy |
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