Platform Technology Partners’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $654K | Buy |
7,172
+300
| +4% | +$27.4K | 0.17% | 123 |
|
|
2025
Q1 | $538K | Buy |
6,872
+45
| +0.7% | +$3.52K | 0.16% | 127 |
|
|
2024
Q4 | $505K | Hold |
6,827
| – | – | 0.15% | 118 |
|
|
2024
Q3 | $442K | Hold |
6,827
| – | – | 0.14% | 132 |
|
|
2024
Q2 | $503K | Buy |
+6,827
| New | +$503K | 0.17% | 116 |
|
|
2023
Q4 | $729K | Sell |
11,305
-246
| -2% | -$15.9K | 0.28% | 84 |
|
|
2023
Q3 | $634K | Sell |
11,551
-299
| -3% | -$16.4K | 0.3% | 85 |
|
|
2023
Q2 | $682K | Sell |
11,850
-39
| -0.3% | -$2.25K | 0.32% | 83 |
|
|
2023
Q1 | $623K | Sell |
11,889
-187
| -2% | -$9.8K | 0.31% | 87 |
|
|
2022
Q4 | $1.01M | Sell |
12,076
-42
| -0.3% | -$3.5K | 0.52% | 63 |
|
|
2022
Q3 | $871K | Hold |
12,118
| – | – | 0.5% | 60 |
|
|
2022
Q2 | $766K | Sell |
12,118
-1,390
| -10% | -$87.9K | 0.42% | 65 |
|
|
2022
Q1 | $1.14M | Sell |
13,508
-281
| -2% | -$23.7K | 0.55% | 49 |
|
|
2021
Q4 | $1.16M | Sell |
13,789
-18
| -0.1% | -$1.51K | 0.51% | 51 |
|
|
2021
Q3 | $1.01M | Sell |
13,807
-684
| -5% | -$49.8K | 0.46% | 62 |
|
|
2021
Q2 | $1.06M | Buy |
+14,491
| New | +$1.06M | 0.43% | 63 |
|
|
2020
Q4 | $694K | Buy |
13,077
+2,113
| +19% | +$112K | 0.34% | 83 |
|
|
2020
Q3 | $397K | Hold |
10,964
| – | – | 0.24% | 108 |
|
|
2020
Q2 | $370K | Sell |
10,964
-496
| -4% | -$16.7K | 0.26% | 109 |
|
|
2020
Q1 | $385K | Buy |
11,460
+1,129
| +11% | +$37.9K | 0.35% | 87 |
|
|
2019
Q4 | $491K | Buy |
+10,331
| New | +$491K | 0.37% | 83 |
|