Old Port Advisors’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
Q3 | $717K | Sell |
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|
2025
Q2 | $699K | Buy |
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|
2025
Q1 | $586K | Buy |
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|
2024
Q4 | $549K | Buy |
|
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|
2024
Q3 | $474K | Sell |
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|
2024
Q2 | $549K | Buy |
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|
2024
Q1 | $520K | Sell |
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|
2023
Q4 | $560K | Sell |
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|
2023
Q3 | $493K | Buy |
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|
2023
Q1 | $400K | Buy |
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|
2022
Q4 | $216K | Sell |
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|
2022
Q3 | $202K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $214K | Buy |
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|
2021
Q4 | $209K | Buy |
|