LG
LaFleur & Godfrey’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.64M | Sell |
72,780
-3,230
| -4% | -$295K | 0.83% | 41 |
|
|
2025
Q1 | $5.95M | Sell |
76,010
-10,476
| -12% | -$820K | 0.81% | 36 |
|
|
2024
Q4 | $6.4M | Sell |
86,486
-805
| -0.9% | -$59.6K | 0.88% | 37 |
|
|
2024
Q3 | $5.66M | Sell |
87,291
-8,880
| -9% | -$576K | 0.78% | 37 |
|
|
2024
Q2 | $7.09M | Sell |
96,171
-4,934
| -5% | -$364K | 1.04% | 31 |
|
|
2024
Q1 | $7.31M | Sell |
101,105
-11,425
| -10% | -$826K | 1.08% | 31 |
|
|
2023
Q4 | $7.74M | Sell |
112,530
-9,965
| -8% | -$686K | 1.15% | 29 |
|
|
2023
Q3 | $6.72M | Buy |
122,495
+3,800
| +3% | +$209K | 1.08% | 31 |
|
|
2023
Q2 | $6.73M | Buy |
+118,695
| New | +$6.73M | 1.01% | 33 |
|