Charles Schwab’s Viant Technology DSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $656K | Buy |
49,586
+2,420
| +5% | +$32K | ﹤0.01% | 3035 |
|
|
2025
Q1 | $585K | Buy |
47,166
+1
| +0% | +$12 | ﹤0.01% | 3024 |
|
|
2024
Q4 | $896K | Hold |
47,165
| – | – | ﹤0.01% | 2951 |
|
|
2024
Q3 | $522K | Hold |
47,165
| – | – | ﹤0.01% | 3142 |
|
|
2024
Q2 | $466K | Buy |
47,165
+3,563
| +8% | +$35.2K | ﹤0.01% | 3231 |
|
|
2024
Q1 | $465K | Hold |
43,602
| – | – | ﹤0.01% | 3055 |
|
|
2023
Q4 | $300K | Hold |
43,602
| – | – | ﹤0.01% | 3218 |
|
|
2023
Q3 | $244K | Hold |
43,602
| – | – | ﹤0.01% | 3249 |
|
|
2023
Q2 | $201K | Hold |
43,602
| – | – | ﹤0.01% | 3306 |
|
|
2023
Q1 | $190K | Buy |
43,602
+2,437
| +6% | +$10.6K | ﹤0.01% | 3163 |
|
|
2022
Q4 | $165K | Hold |
41,165
| – | – | ﹤0.01% | 3212 |
|
|
2022
Q3 | $174K | Buy |
41,165
+10,390
| +34% | +$43.9K | ﹤0.01% | 3177 |
|
|
2022
Q2 | $157K | Buy |
30,775
+1,828
| +6% | +$9.33K | ﹤0.01% | 3259 |
|
|
2022
Q1 | $190K | Hold |
28,947
| – | – | ﹤0.01% | 3316 |
|
|
2021
Q4 | $281K | Hold |
28,947
| – | – | ﹤0.01% | 3295 |
|
|
2021
Q3 | $354K | Sell |
28,947
-47,472
| -62% | -$581K | ﹤0.01% | 3227 |
|
|
2021
Q2 | $2.28M | Buy |
76,419
+6,633
| +10% | +$198K | ﹤0.01% | 2674 |
|
|
2021
Q1 | $3.69M | Buy |
+69,786
| New | +$3.69M | ﹤0.01% | 2440 |
|