Herbst Group’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
Q3 | – | Sell |
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|
2024
Q2 | $2.56M | Sell |
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|
2024
Q1 | $2.61M | Sell |
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|
2023
Q4 | $3.22M | Sell |
|
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|
2023
Q3 | $2.6M | Buy |
|
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|
2023
Q2 | $2.61M | Buy |
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|
2023
Q1 | $2.4M | Buy |
|
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|
2022
Q4 | $1.86M | Sell |
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|
2022
Q3 | $2.07M | Sell |
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|
2022
Q2 | $1.91M | Sell |
|
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|
2022
Q1 | $2.69M | Sell |
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|
2021
Q4 | $2.72M | Buy |
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