Mayflower Financial Advisors’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
Q3 | $646K | Buy |
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|
2025
Q2 | $614K | Buy |
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|
2025
Q1 | $524K | Sell |
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|
2024
Q4 | $534K | Sell |
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|
2024
Q3 | $468K | Sell |
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|
2024
Q2 | $563K | Buy |
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|
2024
Q1 | $536K | Buy |
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|
2023
Q4 | $460K | Sell |
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|
2023
Q3 | $388K | Buy |
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|
2023
Q2 | $270K | Buy |
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|
2023
Q1 | $204K | Buy |
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