Westmount Partners’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 | $423K | Sell |
4,632
-19
| -0.4% | -$1.73K | 0.12% | 144 |
|
|
2025
Q1 | $364K | Sell |
4,651
-5,036
| -52% | -$394K | 0.11% | 155 |
|
|
2024
Q4 | $717K | Sell |
9,687
-367
| -4% | -$27.2K | 0.22% | 91 |
|
|
2024
Q3 | $652K | Buy |
10,054
+150
| +2% | +$9.72K | 0.2% | 100 |
|
|
2024
Q2 | $727K | Sell |
9,904
-14
| -0.1% | -$1.03K | 0.24% | 85 |
|
|
2024
Q1 | $717K | Sell |
9,918
-372
| -4% | -$26.9K | 0.26% | 84 |
|
|
2023
Q4 | $708K | Sell |
10,290
-420
| -4% | -$28.9K | 0.29% | 76 |
|
|
2023
Q3 | $588K | Buy |
10,710
+685
| +7% | +$37.6K | 0.26% | 90 |
|
|
2023
Q2 | $568K | Sell |
10,025
-166
| -2% | -$9.41K | 0.25% | 89 |
|
|
2023
Q1 | $534K | Buy |
10,191
+5,426
| +114% | +$284K | 0.25% | 91 |
|
|
2022
Q4 | $397K | Buy |
+4,765
| New | +$397K | 0.21% | 111 |
|