Trustmark National Bank Trust Department’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 | $289K | Sell |
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|
2025
Q2 | $324K | Sell |
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|
2025
Q1 | $418K | Sell |
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|
2024
Q4 | $405K | Sell |
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|
2024
Q3 | $472K | Sell |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $986K | Hold |
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|
2023
Q4 | $938K | Buy |
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|
2023
Q3 | $711K | Sell |
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|
2023
Q2 | $743K | Buy |
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|
2023
Q1 | $655K | Buy |
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|
2022
Q4 | $370K | Buy |
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|
2022
Q3 | $282K | Buy |
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|
2022
Q2 | $232K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $14K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $237K | Hold |
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|
2015
Q4 | $278K | Sell |
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|
2015
Q3 | $250K | Sell |
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|
2015
Q2 | $300K | Sell |
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|
2015
Q1 | $284K | Buy |
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