Mezzasalma 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 | $7.72M | Buy |
84,615
+98
| +0.1% | +$8.94K | 2.32% | 13 |
|
|
2025
Q1 | $6.62M | Buy |
84,517
+78
| +0.1% | +$6.11K | 2.29% | 12 |
|
|
2024
Q4 | $6.25M | Buy |
84,439
+890
| +1% | +$65.9K | 2.02% | 12 |
|
|
2024
Q3 | $5.41M | Buy |
83,549
+1,755
| +2% | +$114K | 2.13% | 12 |
|
|
2024
Q2 | $6.03M | Buy |
81,794
+6,820
| +9% | +$503K | 2.58% | 12 |
|
|
2024
Q1 | $5.42M | Buy |
74,974
+6,865
| +10% | +$497K | 2.57% | 11 |
|
|
2023
Q4 | $4.69M | Buy |
68,109
+2,253
| +3% | +$155K | 2.55% | 11 |
|
|
2023
Q3 | $3.62M | Buy |
65,856
+228
| +0.3% | +$12.5K | 2.23% | 10 |
|
|
2023
Q2 | $3.72M | Buy |
65,628
+3,873
| +6% | +$220K | 2.26% | 10 |
|
|
2023
Q1 | $3.23M | Buy |
+61,755
| New | +$3.23M | 2.29% | 10 |
|