Koesten Hirschmann & Crabtree’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 | $60.1K | Hold |
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|
2025
Q1 | $51.6K | Hold |
|
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|
2024
Q4 | $48.8K | Hold |
|
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|
2024
Q3 | $42.7K | Sell |
|
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|
2024
Q2 | $55.3K | Hold |
|
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|
2024
Q1 | $55.3K | Hold |
|
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|
2023
Q4 | $52.6K | Hold |
|
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|
2023
Q3 | $42K | Hold |
|
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|
2023
Q2 | $43.4K | Sell |
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|
2023
Q1 | $45.6K | Sell |
|
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|
2022
Q4 | $81.3K | Buy |
|