Parsec Financial Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $8.6M | Buy |
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|
2022
Q4 | $13M | Buy |
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|
2022
Q3 | $10.8M | Buy |
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|
2022
Q2 | $8.86M | Buy |
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|
2022
Q1 | $10.2M | Buy |
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|
2021
Q4 | $9.88M | Sell |
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|
2021
Q3 | $9.51M | Sell |
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|
2021
Q2 | $9.31M | Sell |
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|
2021
Q1 | $8.35M | Sell |
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|
2020
Q4 | $6.97M | Buy |
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|
2020
Q3 | $349K | Buy |
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|
2020
Q2 | $259K | Buy |
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