Pinnacle Bancorp’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 | $269K | Sell |
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|
2025
Q2 | $281K | Hold |
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|
2025
Q1 | $241K | Hold |
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|
2024
Q4 | $228K | Buy |
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|
2024
Q3 | $177K | Sell |
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|
2024
Q2 | $217K | Hold |
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|
2024
Q1 | $213K | Hold |
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|
2023
Q4 | $202K | Buy |
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|
2023
Q3 | $158K | Buy |
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|
2023
Q2 | $161K | Buy |
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|
2023
Q1 | $112K | Hold |
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|
2022
Q4 | $178K | Hold |
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|
2022
Q3 | $153K | Hold |
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|
2022
Q2 | $135K | Hold |
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|
2022
Q1 | $180K | Sell |
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|
2021
Q4 | $220K | Hold |
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|
2021
Q3 | $190K | Hold |
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|
2021
Q2 | $190K | Hold |
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|
2021
Q1 | $170K | Hold |
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|
2020
Q4 | $139K | Buy |
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|
2020
Q3 | $88K | Buy |
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|
2020
Q2 | $66K | Hold |
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|
2020
Q1 | $66K | Buy |
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|
2019
Q4 | $55K | Sell |
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|
2019
Q3 | $87K | Buy |
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|
2019
Q2 | $82K | Sell |
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|
2019
Q1 | $93K | Sell |
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|
2018
Q4 | $104K | Buy |
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|
2017
Q1 | $119K | Buy |
|