Platform Technology Partners’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 | $654K | Sell |
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|
2025
Q2 | $654K | Buy |
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|
2025
Q1 | $538K | Buy |
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|
2024
Q4 | $505K | Hold |
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|
2024
Q3 | $442K | Hold |
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|
2024
Q2 | $503K | Buy |
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|
2023
Q4 | $729K | Sell |
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|
2023
Q3 | $634K | Sell |
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|
2023
Q2 | $682K | Sell |
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|
2023
Q1 | $623K | Sell |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $871K | Hold |
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|
2022
Q2 | $766K | Sell |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $1.16M | Sell |
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|
2021
Q3 | $1.01M | Sell |
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|
2021
Q2 | $1.05M | Buy |
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|
2020
Q4 | $694K | Buy |
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|
2020
Q3 | $397K | Hold |
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|
2020
Q2 | $370K | Sell |
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|
2020
Q1 | $385K | Buy |
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|
2019
Q4 | $491K | Buy |
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