Kathleen S. Wright 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $286K | Hold |
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|
2025
Q2 | $275K | Hold |
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|
2025
Q1 | $236K | Buy |
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|
2024
Q4 | $214K | Hold |
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|
2024
Q3 | $188K | Buy |
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|
2024
Q2 | $206K | Sell |
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|
2024
Q1 | $206K | Sell |
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|
2023
Q4 | $276K | Hold |
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|
2023
Q3 | $223K | Buy |
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|
2023
Q2 | $153K | Hold |
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|
2023
Q1 | $141K | Sell |
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|
2022
Q4 | $317K | Hold |
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|
2022
Q3 | $274K | Hold |
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|
2022
Q2 | $241K | Buy |
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|
2022
Q1 | $321K | Sell |
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|
2021
Q4 | $329K | Buy |
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