Private Capital Management (Colorado)’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $385K | Sell |
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|
2024
Q3 | $642K | Buy |
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|
2024
Q2 | $431K | Sell |
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|
2024
Q1 | $523K | Buy |
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|
2023
Q4 | $278K | Buy |
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|
2023
Q3 | $216K | Sell |
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|
2023
Q2 | $229K | Buy |
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|
2023
Q1 | $211K | Buy |
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|
2022
Q4 | $201K | Sell |
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|
2022
Q3 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $202K | Hold |
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|
2019
Q3 | $202K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $211K | Hold |
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|
2018
Q4 | $205K | Buy |
|