Charles Schwab’s DoubleVerify DV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3M | Buy |
954,737
+70,424
| +8% | +$1.05M | ﹤0.01% | 1842 |
|
|
2025
Q1 | $11.8M | Sell |
884,313
-88,834
| -9% | -$1.19M | ﹤0.01% | 1872 |
|
|
2024
Q4 | $18.7M | Buy |
973,147
+71,000
| +8% | +$1.36M | ﹤0.01% | 1740 |
|
|
2024
Q3 | $15.2M | Sell |
902,147
-452,271
| -33% | -$7.62M | ﹤0.01% | 1841 |
|
|
2024
Q2 | $26.4M | Buy |
1,354,418
+43,461
| +3% | +$846K | 0.01% | 1500 |
|
|
2024
Q1 | $46.1M | Buy |
1,310,957
+31,940
| +2% | +$1.12M | 0.01% | 1102 |
|
|
2023
Q4 | $47M | Buy |
1,279,017
+178,488
| +16% | +$6.56M | 0.01% | 1020 |
|
|
2023
Q3 | $30.8M | Buy |
1,100,529
+577,018
| +110% | +$16.1M | 0.01% | 1211 |
|
|
2023
Q2 | $20.4M | Buy |
523,511
+22,001
| +4% | +$856K | 0.01% | 1490 |
|
|
2023
Q1 | $15.1M | Buy |
501,510
+77,308
| +18% | +$2.33M | ﹤0.01% | 1662 |
|
|
2022
Q4 | $9.32M | Buy |
424,202
+61,709
| +17% | +$1.36M | ﹤0.01% | 1897 |
|
|
2022
Q3 | $9.92M | Buy |
362,493
+344,792
| +1,948% | +$9.43M | ﹤0.01% | 1836 |
|
|
2022
Q2 | $402K | Buy |
17,701
+1,821
| +11% | +$41.4K | ﹤0.01% | 3136 |
|
|
2022
Q1 | $400K | Buy |
15,880
+1,535
| +11% | +$38.7K | ﹤0.01% | 3142 |
|
|
2021
Q4 | $478K | Buy |
14,345
+7,488
| +109% | +$250K | ﹤0.01% | 3158 |
|
|
2021
Q3 | $235K | Buy |
+6,857
| New | +$235K | ﹤0.01% | 3300 |
|