Moser Wealth 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 | $457K | Sell |
5,010
-700
| -12% | -$63.9K | 0.22% | 66 |
|
|
2025
Q1 | $447K | Sell |
5,710
-250
| -4% | -$19.6K | 0.23% | 65 |
|
|
2024
Q4 | $441K | Sell |
5,960
-65
| -1% | -$4.81K | 0.23% | 63 |
|
|
2024
Q3 | $390K | Buy |
6,025
+100
| +2% | +$6.48K | 0.2% | 67 |
|
|
2024
Q2 | $437K | Hold |
5,925
| – | – | 0.24% | 63 |
|
|
2024
Q1 | $429K | Buy |
5,925
+1,150
| +24% | +$83.2K | 0.24% | 64 |
|
|
2023
Q4 | $329K | Buy |
4,775
+1,500
| +46% | +$103K | 0.21% | 62 |
|
|
2023
Q3 | $180K | Buy |
3,275
+1,025
| +46% | +$56.3K | 0.13% | 66 |
|
|
2023
Q2 | $128K | Buy |
+2,250
| New | +$128K | 0.09% | 74 |
|