WNY Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Sell |
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|
2025
Q1 | $503K | Sell |
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|
2024
Q4 | $505K | Sell |
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|
2024
Q3 | $509K | Sell |
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|
2024
Q2 | $589K | Sell |
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|
2024
Q1 | $729K | Sell |
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|
2023
Q4 | $710K | Sell |
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|
2023
Q3 | $584K | Buy |
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|
2023
Q2 | $539K | Buy |
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|
2023
Q1 | $390K | Buy |
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|
2022
Q4 | $509K | Buy |
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|
2022
Q3 | $261K | Hold |
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|
2022
Q2 | $229K | Hold |
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|
2022
Q1 | $306K | Hold |
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|
2021
Q4 | $305K | Hold |
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|
2021
Q3 | $264K | Hold |
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|
2021
Q2 | $264K | Hold |
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|
2021
Q1 | $236K | Buy |
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