Westbourne Investment Advisors’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
Q2 | $11.3M | Sell |
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|
2025
Q1 | $9.82M | Buy |
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|
2024
Q4 | $9.16M | Buy |
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|
2024
Q3 | $7.89M | Buy |
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|
2024
Q2 | $8.82M | Sell |
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|
2024
Q1 | $8.71M | Buy |
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|
2023
Q4 | $8.23M | Buy |
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|
2023
Q3 | $6.43M | Buy |
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|
2023
Q2 | $6.23M | Buy |
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|
2023
Q1 | $5.4M | Buy |
|
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|
2022
Q4 | $8.18M | Sell |
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|
2022
Q3 | $7.17M | Sell |
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|
2022
Q2 | $6.41M | Buy |
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|
2022
Q1 | $8.5M | Sell |
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|
2021
Q4 | $8.74M | Sell |
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|
2021
Q3 | $7.83M | Sell |
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|
2021
Q2 | $7.88M | Sell |
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|
2021
Q1 | $7.07M | Sell |
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|
2020
Q4 | $6.02M | Sell |
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|
2020
Q3 | $4.14M | Buy |
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|
2020
Q2 | $2.73M | Buy |
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|
2020
Q1 | $1.84M | Buy |
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|
2019
Q4 | $527K | Buy |
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