Wesleyan Assurance Society’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 | $114K | Hold |
1,250
| – | – | 0.01% | 103 |
|
|
2025
Q1 | $98K | Hold |
1,250
| – | – | 0.01% | 103 |
|
|
2024
Q4 | $92K | Hold |
1,250
| – | – | 0.01% | 104 |
|
|
2024
Q3 | $81K | Hold |
1,250
| – | – | 0.01% | 100 |
|
|
2024
Q2 | $92K | Hold |
1,250
| – | – | 0.01% | 99 |
|
|
2024
Q1 | $90K | Hold |
1,250
| – | – | 0.01% | 96 |
|
|
2023
Q4 | $86K | Hold |
1,250
| – | – | 0.01% | 97 |
|
|
2023
Q3 | $69K | Buy |
+1,250
| New | +$69K | 0.01% | 97 |
|