Westfield Capital Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $80M | Buy |
|
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|
2024
Q1 | $67.3M | Buy |
|
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|
2023
Q4 | $55.9M | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $62.3M | Buy |
|
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|
2021
Q4 | $61.2M | Buy |
|
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|
2017
Q3 | – | Sell |
|
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|
2017
Q2 | $97.9M | Sell |
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|
2017
Q1 | $103M | Buy |
|
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|
2016
Q4 | $58.6M | Buy |
|
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|
2016
Q3 | – | Sell |
|
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|
2016
Q2 | $57.8M | Sell |
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|
2016
Q1 | $73.9M | Sell |
|
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|
2015
Q4 | $96.2M | Sell |
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|
2015
Q3 | $86.1M | Buy |
|