Westshore Wealth’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 | $342K | Hold |
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|
2025
Q1 | $294K | Sell |
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|
2024
Q4 | $280K | Hold |
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|
2024
Q3 | $245K | Sell |
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|
2024
Q2 | $285K | Sell |
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|
2024
Q1 | $281K | Sell |
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|
2023
Q4 | $270K | Hold |
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|
2023
Q3 | $215K | Hold |
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|
2023
Q2 | $222K | Buy |
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|
2023
Q1 | $200K | Buy |
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|
2022
Q4 | $297K | Hold |
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|
2022
Q3 | $256K | Hold |
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|
2022
Q2 | $225K | Buy |
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|
2022
Q1 | $255K | Hold |
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|
2021
Q4 | $255K | Hold |
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|
2021
Q3 | $221K | Sell |
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|
2021
Q2 | $311K | Buy |
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|
2021
Q1 | $276K | Buy |
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