Charles Schwab’s KalVista Pharmaceuticals KALV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.92M | Buy |
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|
2025
Q2 | $1.28M | Buy |
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|
2025
Q1 | $1.31M | Buy |
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|
2024
Q4 | $850K | Sell |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $1.3M | Buy |
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|
2024
Q1 | $927K | Sell |
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|
2023
Q4 | $986K | Buy |
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|
2023
Q3 | $627K | Hold |
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|
2023
Q2 | $586K | Buy |
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|
2023
Q1 | $502K | Buy |
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|
2022
Q4 | $427K | Hold |
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|
2022
Q3 | $916K | Buy |
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|
2022
Q2 | $619K | Buy |
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|
2022
Q1 | $862K | Buy |
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|
2021
Q4 | $760K | Buy |
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|
2021
Q3 | $910K | Buy |
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $1.21M | Buy |
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|
2020
Q4 | $638K | Buy |
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|
2020
Q3 | $391K | Sell |
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|
2020
Q2 | $393K | Buy |
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|
2020
Q1 | $229K | Hold |
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|
2019
Q4 | $532K | Buy |
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|
2019
Q3 | $317K | Hold |
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|
2019
Q2 | $605K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $11K | Hold |
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|
2015
Q4 | $58K | Hold |
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|
2015
Q3 | $57K | Hold |
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|
2015
Q2 | $113K | Buy |
|