Charles Schwab’s Climb Global Solutions CLMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
11,353
-490
| -4% | -$52.4K | ﹤0.01% | 2836 |
|
|
2025
Q1 | $1.31M | Buy |
11,843
+6
| +0.1% | +$665 | ﹤0.01% | 2750 |
|
|
2024
Q4 | $1.5M | Buy |
11,837
+251
| +2% | +$31.8K | ﹤0.01% | 2769 |
|
|
2024
Q3 | $1.15M | Sell |
11,586
-52
| -0.4% | -$5.18K | ﹤0.01% | 2877 |
|
|
2024
Q2 | $731K | Buy |
11,638
+529
| +5% | +$33.2K | ﹤0.01% | 3040 |
|
|
2024
Q1 | $787K | Hold |
11,109
| – | – | ﹤0.01% | 2864 |
|
|
2023
Q4 | $609K | Hold |
11,109
| – | – | ﹤0.01% | 2998 |
|
|
2023
Q3 | $478K | Hold |
11,109
| – | – | ﹤0.01% | 3050 |
|
|
2023
Q2 | $532K | Buy |
+11,109
| New | +$532K | ﹤0.01% | 3026 |
|