Meridian Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $3.22M | Sell |
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|
2024
Q1 | $3.2M | Buy |
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|
2023
Q4 | $2.74M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4.53M | Buy |
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|
2019
Q3 | $3.98M | Sell |
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|
2019
Q2 | $3.86M | Buy |
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|
2019
Q1 | $3.95M | Buy |
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|
2018
Q4 | $3.84M | Buy |
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|
2018
Q3 | $4.47M | Sell |
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|
2018
Q2 | $4.67M | Buy |
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|
2018
Q1 | $4.73M | Buy |
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|
2017
Q4 | $4.45M | Sell |
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|
2017
Q3 | $3.88M | Sell |
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|
2017
Q2 | $3.82M | Buy |
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|
2017
Q1 | $3.19M | Sell |
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|
2016
Q4 | $3.5M | Sell |
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|
2016
Q3 | $3.17M | Sell |
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|
2016
Q2 | $2.65M | Buy |
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|
2016
Q1 | $1.94M | Buy |
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