Kennebec Savings Bank’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$880K	Hold	9,642	–	–	0.86%	37
2025 Q1	$755K	Hold	9,642	–	–	0.8%	39
2024 Q4	$701K	Sell	9,642 -300	-3%	-$21.8K	0.71%	45
2024 Q3	$644K	Buy	+9,942	New	+$644K	0.64%	51