Charles Schwab’s Viant Technology DSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $656K | Buy |
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|
2025
Q1 | $585K | Buy |
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|
2024
Q4 | $896K | Hold |
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|
2024
Q3 | $522K | Hold |
|
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|
2024
Q2 | $466K | Buy |
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|
2024
Q1 | $465K | Hold |
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|
2023
Q4 | $300K | Hold |
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|
2023
Q3 | $244K | Hold |
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|
2023
Q2 | $201K | Hold |
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|
2023
Q1 | $190K | Buy |
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|
2022
Q4 | $165K | Hold |
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|
2022
Q3 | $174K | Buy |
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|
2022
Q2 | $157K | Buy |
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|
2022
Q1 | $190K | Hold |
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|
2021
Q4 | $281K | Hold |
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|
2021
Q3 | $354K | Sell |
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|
2021
Q2 | $2.28M | Buy |
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|
2021
Q1 | $3.69M | Buy |
|