NHT
New Hampshire Trust’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Sell |
6,240
-37
| -0.6% | -$3.38K | 0.12% | 106 |
|
|
2025
Q1 | $491K | Sell |
6,277
-162
| -3% | -$12.7K | 0.11% | 111 |
|
|
2024
Q4 | $477K | Sell |
6,439
-72
| -1% | -$5.33K | 0.1% | 116 |
|
|
2024
Q3 | $422K | Buy |
6,511
+683
| +12% | +$44.3K | 0.09% | 126 |
|
|
2024
Q2 | $429K | Buy |
5,828
+16
| +0.3% | +$1.18K | 0.1% | 124 |
|
|
2024
Q1 | $420K | Hold |
5,812
| – | – | 0.1% | 124 |
|
|
2023
Q4 | $400K | Buy |
5,812
+1
| +0% | +$69 | 0.1% | 125 |
|
|
2023
Q3 | $319K | Buy |
5,811
+539
| +10% | +$29.6K | 0.09% | 128 |
|
|
2023
Q2 | $299K | Buy |
5,272
+94
| +2% | +$5.33K | 0.08% | 137 |
|
|
2023
Q1 | $271K | Sell |
5,178
-156
| -3% | -$8.17K | 0.07% | 139 |
|
|
2022
Q4 | $444K | Buy |
+5,334
| New | +$444K | 0.12% | 115 |
|