Wedgewood Partners’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $3.8M | Sell |
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|
2019
Q2 | $3.95M | Sell |
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|
2019
Q1 | $38.9M | Sell |
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|
2018
Q4 | $70.2M | Buy |
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|
2018
Q3 | $74.9M | Sell |
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|
2018
Q2 | $82.7M | Buy |
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|
2018
Q1 | $79.1M | Sell |
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|
2017
Q4 | $89.1M | Sell |
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|
2017
Q3 | $102M | Sell |
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|
2017
Q2 | $120M | Sell |
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|
2017
Q1 | $148M | Sell |
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|
2016
Q4 | $179M | Sell |
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|
2016
Q3 | $166M | Sell |
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|
2016
Q2 | $140M | Sell |
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|
2016
Q1 | $161M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $105M | Sell |
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|
2013
Q2 | $151M | Buy |
|