Charles Schwab’s Ibotta IBTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Sell |
68,916
-7,177
| -9% | -$263K | ﹤0.01% | 2599 |
|
|
2025
Q1 | $3.21M | Sell |
76,093
-811
| -1% | -$34.2K | ﹤0.01% | 2458 |
|
|
2024
Q4 | $5M | Buy |
76,904
+19,733
| +35% | +$1.28M | ﹤0.01% | 2333 |
|
|
2024
Q3 | $3.52M | Buy |
57,171
+2,037
| +4% | +$126K | ﹤0.01% | 2531 |
|
|
2024
Q2 | $4.14M | Buy |
+55,134
| New | +$4.14M | ﹤0.01% | 2425 |
|