Newbridge Financial Services Group’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 | $9.75K | Sell |
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|
2025
Q1 | $14.3K | Buy |
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|
2024
Q4 | $9.64K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $3.69K | Sell |
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|
2024
Q1 | $11.9K | Sell |
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|
2023
Q4 | $27K | Buy |
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|
2023
Q3 | $21.5K | Buy |
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|
2023
Q2 | $20.9K | Sell |
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|
2023
Q1 | $36.3K | Buy |
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|
2022
Q4 | $32.9K | Sell |
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|
2022
Q3 | $32K | Buy |
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|
2022
Q2 | $26K | Sell |
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|
2022
Q1 | $63K | Sell |
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|
2021
Q4 | $83K | Buy |
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|
2021
Q3 | $68K | Sell |
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|
2021
Q2 | $72K | Buy |
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|
2021
Q1 | $62K | Sell |
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|
2020
Q4 | $65K | Buy |
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|
2020
Q3 | $12K | Buy |
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