Mogy Joel R Investment Counsel’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 | $658K | Hold |
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|
2025
Q2 | $629K | Hold |
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|
2025
Q1 | $540K | Buy |
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|
2024
Q4 | $492K | Hold |
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|
2024
Q3 | $431K | Sell |
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|
2024
Q2 | $748K | Sell |
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|
2024
Q1 | $828K | Sell |
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|
2023
Q4 | $891K | Hold |
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|
2023
Q3 | $711K | Sell |
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|
2023
Q2 | $832K | Hold |
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|
2023
Q1 | $769K | Sell |
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|
2022
Q4 | $1.33M | Buy |
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|
2022
Q3 | $1.03M | Hold |
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|
2022
Q2 | $906K | Hold |
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|
2022
Q1 | $1.21M | Hold |
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|
2021
Q4 | $1.21M | Buy |
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|
2021
Q3 | $1.04M | Hold |
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|
2021
Q2 | $1.04M | Hold |
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|
2021
Q1 | $932K | Sell |
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|
2020
Q4 | $770K | Sell |
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|
2020
Q3 | $658K | Sell |
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|
2020
Q2 | $1.04M | Sell |
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|
2020
Q1 | $2.27M | Sell |
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|
2019
Q4 | $3.34M | Buy |
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|
2019
Q3 | $2.9M | Sell |
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|
2019
Q2 | $2.86M | Sell |
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|
2019
Q1 | $3.25M | Buy |
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|
2018
Q4 | $2.77M | Buy |
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|
2018
Q3 | $3.04M | Buy |
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|
2018
Q2 | $2.47M | Buy |
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|
2018
Q1 | $946K | Sell |
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|
2017
Q4 | $982K | Hold |
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|
2017
Q3 | $837K | Hold |
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|
2017
Q2 | $822K | Hold |
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|
2017
Q1 | $780K | Sell |
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|
2016
Q4 | $771K | Sell |
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|
2016
Q3 | $635K | Hold |
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|
2016
Q2 | $509K | Hold |
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|
2016
Q1 | $564K | Buy |
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|
2015
Q4 | $663 | Sell |
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|
2015
Q3 | $575K | Hold |
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|
2015
Q2 | $657K | Hold |
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|
2015
Q1 | $613K | Hold |
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|
2014
Q4 | $608K | Hold |
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|
2014
Q3 | $591K | Hold |
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|
2014
Q2 | $542K | Hold |
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|
2014
Q1 | $550K | Hold |
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|
2013
Q4 | $523K | Hold |
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|
2013
Q3 | $425K | Hold |
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|
2013
Q2 | $427K | Buy |
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