John W. Bristol & Co’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 | $112M | Buy |
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|
2025
Q1 | $67.9M | Sell |
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|
2024
Q4 | $65.6M | Sell |
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|
2024
Q3 | $58.8M | Sell |
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|
2024
Q2 | $67.3M | Sell |
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|
2024
Q1 | $67.5M | Buy |
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|
2023
Q4 | $64.1M | Sell |
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|
2023
Q3 | $53.7M | Sell |
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|
2023
Q2 | $56.3M | Sell |
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|
2023
Q1 | $52.3M | Buy |
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|
2022
Q4 | $49.8M | Buy |
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|
2022
Q3 | $42.8M | Buy |
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