Moors & Cabot’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
Q2 | $1.89M | Buy |
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|
2025
Q1 | $1.56M | Sell |
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|
2024
Q4 | $1.66M | Sell |
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|
2024
Q3 | $1.56M | Buy |
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|
2024
Q2 | $1.69M | Sell |
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|
2024
Q1 | $1.69M | Buy |
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|
2023
Q4 | $1.46M | Buy |
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|
2023
Q3 | $1.11M | Sell |
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|
2023
Q2 | $1.21M | Buy |
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|
2023
Q1 | $621K | Buy |
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|
2022
Q4 | $489K | Hold |
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|
2022
Q3 | $422K | Buy |
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|
2022
Q2 | $369K | Sell |
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|
2022
Q1 | $528K | Buy |
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|
2021
Q4 | $504K | Sell |
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|
2021
Q3 | $437K | Buy |
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|
2021
Q2 | $412K | Sell |
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|
2021
Q1 | $385K | Sell |
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|
2020
Q4 | $323K | Buy |
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|
2020
Q3 | $200K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $263K | Sell |
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|
2019
Q3 | $666K | Buy |
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|
2019
Q2 | $633K | Buy |
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|
2019
Q1 | $643K | Sell |
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|
2018
Q4 | $616K | Buy |
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|
2018
Q3 | $215K | Buy |
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|
2018
Q2 | $215K | Sell |
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|
2018
Q1 | $230K | Buy |
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