Melissa S. Kampmann’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 | – | Sell |
-30,335
| Closed | -$2.37M | – | 43 |
|
|
2025
Q1 | $2.37M | Sell |
30,335
-7,485
| -20% | -$586K | 1.88% | 29 |
|
|
2024
Q4 | $2.8M | Sell |
37,820
-4,480
| -11% | -$332K | 2.2% | 24 |
|
|
2024
Q3 | $2.74M | Sell |
42,300
-525
| -1% | -$34K | 1.94% | 28 |
|
|
2024
Q2 | $3.16M | Buy |
42,825
+4,160
| +11% | +$307K | 2.31% | 22 |
|
|
2024
Q1 | $2.8M | Buy |
38,665
+7,360
| +24% | +$532K | 2.01% | 27 |
|
|
2023
Q4 | $2.15M | Buy |
31,305
+6,775
| +28% | +$466K | 1.84% | 28 |
|
|
2023
Q3 | $1.35M | Buy |
+24,530
| New | +$1.35M | 1.3% | 33 |
|