Charles Schwab’s Gaia GAIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Sell |
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|
2025
Q1 | $211K | Hold |
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|
2024
Q4 | $246K | Hold |
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|
2024
Q3 | $267K | Hold |
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|
2024
Q2 | $242K | Hold |
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|
2024
Q1 | $169K | Hold |
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|
2023
Q4 | $148K | Hold |
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|
2023
Q3 | $149K | Sell |
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|
2023
Q2 | $153K | Hold |
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|
2023
Q1 | $184K | Sell |
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|
2022
Q4 | $180K | Sell |
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|
2022
Q3 | $232K | Hold |
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|
2022
Q2 | $405K | Hold |
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|
2022
Q1 | $469K | Buy |
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|
2021
Q4 | $729K | Hold |
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|
2021
Q3 | $806K | Sell |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $379K | Buy |
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|
2020
Q4 | $284K | Hold |
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|
2020
Q3 | $283K | Hold |
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|
2020
Q2 | $241K | Buy |
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|
2020
Q1 | $230K | Hold |
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|
2019
Q4 | $207K | Hold |
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|
2019
Q3 | $169K | Hold |
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|
2019
Q2 | $196K | Hold |
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|
2019
Q1 | $237K | Hold |
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|
2018
Q4 | $268K | Hold |
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|
2018
Q3 | $398K | Buy |
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|
2018
Q2 | $454K | Buy |
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|
2018
Q1 | $210K | Sell |
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|
2017
Q4 | $247K | Hold |
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|
2017
Q3 | $239K | Hold |
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|
2017
Q2 | $223K | Hold |
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|
2017
Q1 | $199K | Hold |
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|
2016
Q4 | $173K | Hold |
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|
2016
Q3 | $144K | Hold |
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|
2016
Q2 | $155K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $161K | Hold |
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|
2014
Q4 | $157K | Hold |
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|
2014
Q3 | $162K | Hold |
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|
2014
Q2 | $169K | Buy |
|