Laurel Wealth Advisors (North Carolina)’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 | $1K | Buy |
92
+91
| +9,100% | +$989 | ﹤0.01% | 694 |
|
|
2025
Q1 | $79 | Hold |
1
| – | – | ﹤0.01% | 687 |
|
|
2024
Q4 | $75 | Hold |
1
| – | – | ﹤0.01% | 720 |
|
|
2024
Q3 | $65 | Hold |
1
| – | – | ﹤0.01% | 688 |
|
|
2024
Q2 | $74 | Hold |
1
| – | – | ﹤0.01% | 638 |
|
|
2024
Q1 | $73 | Hold |
1
| – | – | ﹤0.01% | 626 |
|
|
2023
Q4 | $69 | Hold |
1
| – | – | ﹤0.01% | 569 |
|
|
2023
Q3 | $55 | Hold |
1
| – | – | ﹤0.01% | 583 |
|
|
2023
Q2 | $57 | Hold |
1
| – | – | ﹤0.01% | 578 |
|
|
2023
Q1 | $53 | Buy |
+1
| New | +$53 | ﹤0.01% | 581 |
|
|
2022
Q4 | – | Sell |
-25
| Closed | -$2K | – | 577 |
|
|
2022
Q3 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 490 |
|
|
2021
Q3 | – | Sell |
-750
| Closed | -$55K | – | 727 |
|
|
2021
Q2 | $55K | Hold |
750
| – | – | 0.01% | 268 |
|
|
2021
Q1 | $49K | Hold |
750
| – | – | 0.01% | 271 |
|
|
2020
Q4 | $40K | Hold |
750
| – | – | 0.01% | 275 |
|
|
2020
Q3 | $27K | Hold |
750
| – | – | 0.01% | 288 |
|
|
2020
Q2 | $25K | Hold |
750
| – | – | 0.01% | 291 |
|
|
2020
Q1 | $25K | Hold |
750
| – | – | 0.01% | 274 |
|
|
2019
Q4 | $36K | Hold |
750
| – | – | 0.01% | 277 |
|
|
2019
Q3 | $31K | Hold |
750
| – | – | 0.01% | 280 |
|
|
2019
Q2 | $30K | Hold |
750
| – | – | 0.01% | 285 |
|
|
2019
Q1 | $32K | Hold |
750
| – | – | 0.01% | 268 |
|
|
2018
Q4 | $31K | Buy |
+750
| New | +$31K | 0.01% | 259 |
|