Charles Schwab’s BM Technologies, Inc. BMTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,210
| Closed | -$49.9K | – | 3538 |
|
|
2024
Q4 | $49.9K | Hold |
10,210
| – | – | ﹤0.01% | 3438 |
|
|
2024
Q3 | $34.7K | Hold |
10,210
| – | – | ﹤0.01% | 3451 |
|
|
2024
Q2 | $23K | Hold |
10,210
| – | – | ﹤0.01% | 3578 |
|
|
2024
Q1 | $16.8K | Hold |
10,210
| – | – | ﹤0.01% | 3440 |
|
|
2023
Q4 | $20.9K | Hold |
10,210
| – | – | ﹤0.01% | 3476 |
|
|
2023
Q3 | $20.4K | Hold |
10,210
| – | – | ﹤0.01% | 3512 |
|
|
2023
Q2 | $30.4K | Hold |
10,210
| – | – | ﹤0.01% | 3504 |
|
|
2023
Q1 | $35.9K | Hold |
10,210
| – | – | ﹤0.01% | 3410 |
|
|
2022
Q4 | $53.2K | Buy |
+10,210
| New | +$53.2K | ﹤0.01% | 3344 |
|
|
2022
Q1 | – | Sell |
-29,782
| Closed | -$270K | – | 3631 |
|
|
2021
Q4 | $270K | Sell |
29,782
-13,582
| -31% | -$123K | ﹤0.01% | 3300 |
|
|
2021
Q3 | $373K | Hold |
43,364
| – | – | ﹤0.01% | 3217 |
|
|
2021
Q2 | $504K | Hold |
43,364
| – | – | ﹤0.01% | 3165 |
|
|
2021
Q1 | $450K | Buy |
+43,364
| New | +$450K | ﹤0.01% | 3114 |
|