Mayflower Financial Advisors’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 | $614K | Buy |
6,727
+36
| +0.5% | +$3.29K | 0.09% | 208 |
|
|
2025
Q1 | $524K | Sell |
6,691
-519
| -7% | -$40.6K | 0.08% | 219 |
|
|
2024
Q4 | $534K | Sell |
7,210
-16
| -0.2% | -$1.18K | 0.08% | 213 |
|
|
2024
Q3 | $468K | Sell |
7,226
-408
| -5% | -$26.4K | 0.07% | 228 |
|
|
2024
Q2 | $563K | Buy |
7,634
+218
| +3% | +$16.1K | 0.09% | 196 |
|
|
2024
Q1 | $536K | Buy |
7,416
+726
| +11% | +$52.5K | 0.09% | 199 |
|
|
2023
Q4 | $460K | Sell |
6,690
-385
| -5% | -$26.5K | 0.06% | 210 |
|
|
2023
Q3 | $388K | Buy |
7,075
+2,317
| +49% | +$127K | 0.06% | 222 |
|
|
2023
Q2 | $270K | Buy |
4,758
+860
| +22% | +$48.7K | 0.03% | 286 |
|
|
2023
Q1 | $204K | Buy |
+3,898
| New | +$204K | 0.03% | 329 |
|