Triangle Securities Wealth Management Schwab Charles Corp Transaction History

Triangle Securities Wealth Management

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	SELL	$61.89 - $72.38 $57,000 - $66,661	-921 Reduced 18.53%	4,050 $292,000
Q4 2023 Jan 10, 2024	SELL	$49.33 - $70.98 $59,689 - $85,885	-1,210 Reduced 19.58%	4,971 $342,000
Q3 2023 Oct 10, 2023	BUY	$54.2 - $67.94 $5,962 - $7,473	110 Added 1.81%	6,181 $339,000
Q2 2023 Jul 13, 2023	SELL	$47.37 - $57.14 $21,553 - $25,998	-455 Reduced 6.97%	6,071 $344,000
Q1 2023 Apr 20, 2023	BUY	$51.91 - $85.6 $56,322 - $92,876	1,085 Added 19.94%	6,526 $341,000
Q4 2022 Jan 11, 2023	BUY	$67.43 - $83.26 $5,731 - $7,077	85 Added 1.59%	5,441 $0
Q3 2022 Oct 19, 2022	BUY	$21.16 - $74.92 $22,006 - $77,916	1,040 Added 24.1%	5,356 $385,000
Q2 2022 Jul 11, 2022	BUY	$59.99 - $83.83 $258,916 - $361,810	4,316 New	4,316 $273,000

2,083

1.44B

16.9M

22.3M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $140B
Description
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...

Get notified when there are updates to the investment portfolio of Triangle Securities Wealth Management, based on Form 13F filings with the SEC.

Stay updated on Triangle Securities Wealth Management with notifications on news.