NBT Bank’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 | $1.32M | Buy |
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|
2025
Q1 | $968K | Buy |
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|
2024
Q4 | $706K | Sell |
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|
2024
Q3 | $623K | Buy |
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|
2024
Q2 | $660K | Buy |
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|
2024
Q1 | $646K | Buy |
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|
2023
Q4 | $596K | Buy |
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|
2023
Q3 | $423K | Buy |
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|
2023
Q2 | $435K | Buy |
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|
2023
Q1 | $382K | Buy |
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|
2022
Q4 | $573K | Buy |
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|
2022
Q3 | $484K | Sell |
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|
2022
Q2 | $431K | Buy |
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|
2022
Q1 | $539K | Sell |
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|
2021
Q4 | $547K | Hold |
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|
2021
Q3 | $473K | Buy |
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|
2021
Q2 | $467K | Hold |
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|
2021
Q1 | $419K | Sell |
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|
2020
Q4 | $377K | Buy |
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|
2020
Q3 | $211K | Sell |
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|
2020
Q2 | $254K | Sell |
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|
2020
Q1 | $283K | Hold |
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|
2019
Q4 | $400K | Buy |
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|
2019
Q3 | $332K | Sell |
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|
2019
Q2 | $331K | Buy |
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|
2019
Q1 | $286K | Sell |
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|
2018
Q4 | $282K | Buy |
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|
2018
Q3 | $207K | Sell |
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|
2018
Q2 | $223K | Sell |
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|
2018
Q1 | $229K | Sell |
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|
2017
Q4 | $235K | Sell |
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|
2017
Q3 | $209K | Hold |
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|
2017
Q2 | $205K | Buy |
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