Yellowstone Partners’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
$7.36M Sell
2017
Q3
$6.72M Buy
2016
Q3
$9.1M Sell
2016
Q2
$7.63M Sell
2016
Q1
$8.64M Buy
2015
Q4
$9.69M Buy
2015
Q3
$5.81M Buy
2015
Q2
$6.01M Buy
2015
Q1
$4.8M Buy
2014
Q4
$4.38M Buy