Purus Wealth Management’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 | $362K | Sell |
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|
2025
Q2 | $353K | Sell |
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|
2025
Q1 | $306K | Buy |
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|
2024
Q4 | $289K | Sell |
|
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|
2024
Q3 | $271K | Buy |
|
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|
2024
Q2 | $308K | Buy |
|
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|
2024
Q1 | $302K | Buy |
|
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|
2023
Q4 | $286K | Buy |
|
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|
2023
Q3 | $218K | Buy |
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|
2023
Q2 | $219K | Sell |
|
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|
2023
Q1 | $264K | Buy |
|
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|
2022
Q4 | $308K | Buy |
|
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|
2022
Q3 | $265K | Sell |
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|
2022
Q2 | $243K | Sell |
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|
2022
Q1 | $354K | Sell |
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|
2021
Q4 | $353K | Buy |
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