Charles Schwab’s Arteris AIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $805K | Sell |
|
|||||
|
2025
Q2 | $794K | Buy |
|
|||||
|
2025
Q1 | $544K | Hold |
|
|||||
|
2024
Q4 | $802K | Buy |
|
|||||
|
2024
Q3 | $582K | Sell |
|
|||||
|
2024
Q2 | $594K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $208K | Hold |
|
|||||
|
2022
Q4 | $211K | Hold |
|
|||||
|
2022
Q3 | $328K | Buy |
|
|||||
|
2022
Q2 | $281K | Buy |
|
|||||
|
2022
Q1 | $160K | Buy |
|
|||||
|
2021
Q4 | $231K | Buy |
|