Charles Schwab’s Hackett Group HCKT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.28M | Buy |
207,585
+3,326
| +2% | +$84.5K | ﹤0.01% | 2316 |
|
|
2025
Q1 | $5.97M | Sell |
204,259
-66,013
| -24% | -$1.93M | ﹤0.01% | 2198 |
|
|
2024
Q4 | $8.3M | Buy |
270,272
+3,955
| +1% | +$121K | ﹤0.01% | 2097 |
|
|
2024
Q3 | $7M | Buy |
266,317
+1,350
| +0.5% | +$35.5K | ﹤0.01% | 2196 |
|
|
2024
Q2 | $5.76M | Buy |
264,967
+4,782
| +2% | +$104K | ﹤0.01% | 2297 |
|
|
2024
Q1 | $6.32M | Buy |
260,185
+3,390
| +1% | +$82.4K | ﹤0.01% | 2202 |
|
|
2023
Q4 | $5.85M | Buy |
256,795
+2,299
| +0.9% | +$52.3K | ﹤0.01% | 2239 |
|
|
2023
Q3 | $6M | Buy |
254,496
+123,182
| +94% | +$2.91M | ﹤0.01% | 2174 |
|
|
2023
Q2 | $2.93M | Sell |
131,314
-12,787
| -9% | -$286K | ﹤0.01% | 2433 |
|
|
2023
Q1 | $2.66M | Sell |
144,101
-30,614
| -18% | -$566K | ﹤0.01% | 2444 |
|
|
2022
Q4 | $3.56M | Sell |
174,715
-1,372
| -0.8% | -$27.9K | ﹤0.01% | 2378 |
|
|
2022
Q3 | $3.12M | Buy |
176,087
+55
| +0% | +$975 | ﹤0.01% | 2449 |
|
|
2022
Q2 | $3.34M | Buy |
176,032
+13,130
| +8% | +$249K | ﹤0.01% | 2364 |
|
|
2022
Q1 | $3.76M | Buy |
162,902
+97,633
| +150% | +$2.25M | ﹤0.01% | 2410 |
|
|
2021
Q4 | $1.34M | Buy |
65,269
+1,578
| +2% | +$32.4K | ﹤0.01% | 2804 |
|
|
2021
Q3 | $1.25M | Buy |
63,691
+167
| +0.3% | +$3.28K | ﹤0.01% | 2798 |
|
|
2021
Q2 | $1.15M | Sell |
63,524
-1,812
| -3% | -$32.7K | ﹤0.01% | 2881 |
|
|
2021
Q1 | $1.07M | Buy |
65,336
+4,594
| +8% | +$75.3K | ﹤0.01% | 2831 |
|
|
2020
Q4 | $875K | Sell |
60,742
-20,262
| -25% | -$292K | ﹤0.01% | 2814 |
|
|
2020
Q3 | $906K | Buy |
81,004
+2,436
| +3% | +$27.2K | ﹤0.01% | 2699 |
|
|
2020
Q2 | $1.06M | Buy |
78,568
+2,262
| +3% | +$30.6K | ﹤0.01% | 2605 |
|
|
2020
Q1 | $971K | Buy |
76,306
+14,540
| +24% | +$185K | ﹤0.01% | 2496 |
|
|
2019
Q4 | $997K | Buy |
61,766
+1,975
| +3% | +$31.9K | ﹤0.01% | 2595 |
|
|
2019
Q3 | $985K | Hold |
59,791
| – | – | ﹤0.01% | 2574 |
|
|
2019
Q2 | $1M | Buy |
59,791
+3,370
| +6% | +$56.6K | ﹤0.01% | 2570 |
|
|
2019
Q1 | $892K | Hold |
56,421
| – | – | ﹤0.01% | 2583 |
|
|
2018
Q4 | $904K | Buy |
56,421
+3,621
| +7% | +$58K | ﹤0.01% | 2567 |
|
|
2018
Q3 | $1.06M | Hold |
52,800
| – | – | ﹤0.01% | 2607 |
|
|
2018
Q2 | $849K | Buy |
52,800
+4,000
| +8% | +$64.3K | ﹤0.01% | 2632 |
|
|
2018
Q1 | $784K | Hold |
48,800
| – | – | ﹤0.01% | 2595 |
|
|
2017
Q4 | $767K | Hold |
48,800
| – | – | ﹤0.01% | 2600 |
|
|
2017
Q3 | $742K | Hold |
48,800
| – | – | ﹤0.01% | 2594 |
|
|
2017
Q2 | $757K | Hold |
48,800
| – | – | ﹤0.01% | 2555 |
|
|
2017
Q1 | $952K | Buy |
48,800
+9,200
| +23% | +$179K | ﹤0.01% | 2439 |
|
|
2016
Q4 | $700K | Sell |
39,600
-8,400
| -18% | -$148K | ﹤0.01% | 2543 |
|
|
2016
Q3 | $793K | Hold |
48,000
| – | – | ﹤0.01% | 2459 |
|
|
2016
Q2 | $666K | Hold |
48,000
| – | – | ﹤0.01% | 2490 |
|
|
2016
Q1 | $726K | Hold |
48,000
| – | – | ﹤0.01% | 2452 |
|
|
2015
Q4 | $772K | Hold |
48,000
| – | – | ﹤0.01% | 2476 |
|
|
2015
Q3 | $660K | Hold |
48,000
| – | – | ﹤0.01% | 2523 |
|
|
2015
Q2 | $645K | Hold |
48,000
| – | – | ﹤0.01% | 2582 |
|
|
2015
Q1 | $430K | Hold |
48,000
| – | – | ﹤0.01% | 2679 |
|
|
2014
Q4 | $422K | Hold |
48,000
| – | – | ﹤0.01% | 2687 |
|
|
2014
Q3 | $287K | Hold |
48,000
| – | – | ﹤0.01% | 2819 |
|
|
2014
Q2 | $287K | Hold |
48,000
| – | – | ﹤0.01% | 2877 |
|
|
2014
Q1 | $288K | Hold |
48,000
| – | – | ﹤0.01% | 2815 |
|
|
2013
Q4 | $299K | Hold |
48,000
| – | – | ﹤0.01% | 2805 |
|
|
2013
Q3 | $340K | Hold |
48,000
| – | – | ﹤0.01% | 2699 |
|
|
2013
Q2 | $254K | Buy |
+48,000
| New | +$254K | ﹤0.01% | 2794 |
|