Private Ocean’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
Q2 | $644K | Buy |
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|
2024
Q1 | $502K | Sell |
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|
2023
Q4 | $629K | Buy |
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|
2023
Q3 | $370K | Sell |
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|
2023
Q2 | $392K | Sell |
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|
2023
Q1 | $489K | Sell |
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|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $883K | Buy |
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|
2022
Q2 | $639K | Sell |
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|
2022
Q1 | $1.04M | Buy |
|
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|
2021
Q4 | $981K | Buy |
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|
2021
Q3 | $710K | Buy |
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|
2021
Q2 | $580K | Sell |
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|
2021
Q1 | $643K | Sell |
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|
2020
Q4 | $682K | Buy |
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|
2020
Q3 | $371K | Sell |
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|
2020
Q2 | $580K | Sell |
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|
2020
Q1 | $627K | Sell |
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|
2019
Q4 | $1.04M | Buy |
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|
2019
Q3 | $793K | Buy |
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|
2019
Q2 | $412K | Buy |
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|
2019
Q1 | $434K | Buy |
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|
2018
Q4 | $407K | Buy |
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|
2018
Q3 | $372K | Sell |
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|
2018
Q2 | $475K | Sell |
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|
2018
Q1 | $499K | Sell |
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|
2017
Q4 | $1.2M | Sell |
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|
2017
Q3 | $1.14M | Sell |
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|
2017
Q2 | $1.16M | Sell |
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|
2017
Q1 | $1.14M | Sell |
|
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|
2016
Q4 | $1.13M | Buy |
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|
2016
Q3 | $771K | Sell |
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|
2016
Q2 | $699K | Buy |
|
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|
2016
Q1 | $773K | Sell |
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|
2015
Q4 | $925K | Buy |
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|
2015
Q3 | $681K | Sell |
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|
2015
Q2 | $866K | Sell |
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|
2015
Q1 | $862K | Sell |
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|
2014
Q4 | $957K | Buy |
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|
2014
Q3 | $712K | Buy |
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|
2014
Q2 | $652K | Sell |
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|
2014
Q1 | $740K | Sell |
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|
2013
Q4 | $728K | Buy |
|