KHC
Koesten Hirschmann & Crabtree’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.1K | Hold |
659
| – | – | 0.03% | 79 |
|
|
2025
Q1 | $51.6K | Hold |
659
| – | – | 0.03% | 83 |
|
|
2024
Q4 | $48.8K | Hold |
659
| – | – | 0.03% | 80 |
|
|
2024
Q3 | $42.7K | Sell |
659
-106
| -14% | -$6.87K | 0.02% | 84 |
|
|
2024
Q2 | $55.3K | Hold |
765
| – | – | 0.04% | 80 |
|
|
2024
Q1 | $55.3K | Hold |
765
| – | – | 0.04% | 80 |
|
|
2023
Q4 | $52.6K | Hold |
765
| – | – | 0.04% | 69 |
|
|
2023
Q3 | $42K | Hold |
765
| – | – | 0.03% | 60 |
|
|
2023
Q2 | $43.4K | Sell |
765
-106
| -12% | -$6.01K | 0.03% | 61 |
|
|
2023
Q1 | $45.6K | Sell |
871
-106
| -11% | -$5.55K | 0.04% | 63 |
|
|
2022
Q4 | $81.3K | Buy |
+977
| New | +$81.3K | 0.07% | 43 |
|