Towarzystwo Funduszy Inwestycyjnych PZU SA’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $183K | Hold |
2,010
| – | – | 0.05% | 176 |
|
|
2025
Q1 | $157K | Buy |
2,010
+370
| +23% | +$29K | 0.05% | 169 |
|
|
2024
Q4 | $121K | Buy |
1,640
+330
| +25% | +$24.4K | 0.04% | 179 |
|
|
2024
Q3 | $84.9K | Hold |
1,310
| – | – | 0.03% | 228 |
|
|
2024
Q2 | $96.5K | Sell |
1,310
-20
| -2% | -$1.47K | 0.04% | 185 |
|
|
2024
Q1 | $96.2K | Buy |
1,330
+450
| +51% | +$32.6K | 0.04% | 186 |
|
|
2023
Q4 | $60.5K | Buy |
+880
| New | +$60.5K | 0.03% | 243 |
|
|
2021
Q3 | $58.3K | Hold |
800
| – | – | 0.07% | 113 |
|
|
2021
Q2 | $58.2K | Hold |
800
| – | – | 0.07% | 120 |
|
|
2021
Q1 | $52.1K | Hold |
800
| – | – | 0.08% | 119 |
|
|
2020
Q4 | $42.4K | Buy |
+800
| New | +$42.4K | 0.04% | 113 |
|