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J.M. Forbes & Co’s Charles Schwab SCHW Stock Holding History

J.M. Forbes & Co’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.03M Hold
11,300
– – 0.09% 79
2025
Q1 		$885K Buy
11,300
+7,100
+169% +$556K 0.09% 84
2024
Q4 		$311K Buy
+4,200
New +$311K 0.03% 124