LaFleur & Godfrey’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
$6.64M Sell
2025
Q1
$5.95M Sell
2024
Q4
$6.4M Sell
2024
Q3
$5.66M Sell
2024
Q2
$7.09M Sell
2024
Q1
$7.31M Sell
2023
Q4
$7.74M Sell
2023
Q3
$6.72M Buy
2023
Q2
$6.73M Buy