WILKINSON GLOBAL ASSET MANAGEMENT LLC – The Charles Schwab Corporation Transaction History
WILKINSON GLOBAL ASSET MANAGEMENT LLC portfolio value:
$30.48M
portfolio value
WILKINSON GLOBAL ASSET MANAGEMENT LLC quarter portfolio value change:
+13.75%
quarter
The Charles Schwab Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.57% | 2.42K shares | 3.83M | $71.87 | 424.09K |
| Q2 2022 | share | Decrease | -4.29% | -18.88K shares | -10.50M | $63.18 | 421.67K |
| Q1 2022 | share | Increase | +2.89% | 12.38K shares | 1.13M | $84.31 | 440.56K |
| Q4 2021 | share | Increase | +0.24% | 1.01K shares | 4.89M | $84.48 | 428.17K |
| Q3 2021 | share | Increase | +2.71% | 11.26K shares | 832K | $72.68 | 427.16K |
| Q2 2021 | share | Decrease | -0.53% | -2.23K shares | 3.02M | $72.48 | 415.9K |
| Q1 2021 | share | Increase | 0.00% | 418.13K shares | 27.25M | $64.71 | 418.13K |