Charles Schwab’s Custom Truck One Source CTOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
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|
2025
Q1 | $1.82M | Sell |
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|
2024
Q4 | $2.13M | Sell |
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|
2024
Q3 | $1.54M | Sell |
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|
2024
Q2 | $2.06M | Buy |
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|
2024
Q1 | $2.75M | Buy |
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|
2023
Q4 | $2.82M | Sell |
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|
2023
Q3 | $2.87M | Buy |
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|
2023
Q2 | $3.04M | Sell |
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|
2023
Q1 | $3.09M | Sell |
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|
2022
Q4 | $2.89M | Buy |
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|
2022
Q3 | $2.59M | Buy |
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|
2022
Q2 | $2.1M | Sell |
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|
2022
Q1 | $3.19M | Buy |
|
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|
2021
Q4 | $2.75M | Buy |
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|
2021
Q3 | $3.17M | Buy |
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|
2021
Q2 | $328K | Hold |
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|
2021
Q1 | $322K | Sell |
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|
2020
Q4 | $413K | Sell |
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|
2020
Q3 | $409K | Hold |
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|
2020
Q2 | $397K | Buy |
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|
2020
Q1 | $237K | Sell |
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|
2019
Q4 | $306K | Buy |
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|
2019
Q3 | $438K | Buy |
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