MJP Associates’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	$648K	Buy	7,098 +4,410	+164%	+$402K	0.1%	94
2025 Q1	$210K	Buy	+2,688	New	+$210K	0.04%	215