Procyon Advisors’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
Q4 | $327K | Buy |
|
|||||
|
2025
Q3 | $234K | Sell |
|
|||||
|
2025
Q2 | $291K | Sell |
|
|||||
|
2025
Q1 | $514K | Buy |
|
|||||
|
2024
Q4 | $359K | Buy |
|
|||||
|
2024
Q3 | $222K | Buy |
|
|||||
|
2024
Q2 | $240K | Sell |
|
|||||
|
2024
Q1 | $297K | Sell |
|
|||||
|
2023
Q4 | $336K | Sell |
|
|||||
|
2023
Q3 | $1.82M | Sell |
|
|||||
|
2023
Q2 | $2.01M | Buy |
|
|||||
|
2023
Q1 | $1.15M | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $201K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $16K | Buy |
|
|||||
|
2020
Q1 | $14K | Buy |
|
|||||
|
2019
Q4 | $12K | Buy |
|