Charles Schwab’s KalVista Pharmaceuticals KALV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
113,496
+372
| +0.3% | +$4.21K | ﹤0.01% | 2822 |
|
|
2025
Q1 | $1.31M | Buy |
113,124
+12,776
| +13% | +$147K | ﹤0.01% | 2753 |
|
|
2024
Q4 | $850K | Sell |
100,348
-10,372
| -9% | -$87.9K | ﹤0.01% | 2966 |
|
|
2024
Q3 | $1.28M | Buy |
110,720
+126
| +0.1% | +$1.46K | ﹤0.01% | 2842 |
|
|
2024
Q2 | $1.3M | Buy |
110,594
+32,456
| +42% | +$382K | ﹤0.01% | 2837 |
|
|
2024
Q1 | $927K | Sell |
78,138
-2,313
| -3% | -$27.4K | ﹤0.01% | 2815 |
|
|
2023
Q4 | $986K | Buy |
80,451
+15,297
| +23% | +$187K | ﹤0.01% | 2837 |
|
|
2023
Q3 | $627K | Hold |
65,154
| – | – | ﹤0.01% | 2961 |
|
|
2023
Q2 | $586K | Buy |
65,154
+1,287
| +2% | +$11.6K | ﹤0.01% | 2972 |
|
|
2023
Q1 | $502K | Buy |
63,867
+751
| +1% | +$5.9K | ﹤0.01% | 2947 |
|
|
2022
Q4 | $427K | Hold |
63,116
| – | – | ﹤0.01% | 3041 |
|
|
2022
Q3 | $916K | Buy |
63,116
+217
| +0.3% | +$3.15K | ﹤0.01% | 2814 |
|
|
2022
Q2 | $619K | Buy |
62,899
+4,484
| +8% | +$44.1K | ﹤0.01% | 2984 |
|
|
2022
Q1 | $862K | Buy |
58,415
+1,000
| +2% | +$14.8K | ﹤0.01% | 2907 |
|
|
2021
Q4 | $760K | Buy |
57,415
+5,317
| +10% | +$70.4K | ﹤0.01% | 3015 |
|
|
2021
Q3 | $910K | Buy |
52,098
+3,937
| +8% | +$68.8K | ﹤0.01% | 2906 |
|
|
2021
Q2 | $1.15M | Buy |
48,161
+1,264
| +3% | +$30.3K | ﹤0.01% | 2876 |
|
|
2021
Q1 | $1.21M | Buy |
46,897
+13,310
| +40% | +$342K | ﹤0.01% | 2792 |
|
|
2020
Q4 | $638K | Buy |
33,587
+2,597
| +8% | +$49.3K | ﹤0.01% | 2909 |
|
|
2020
Q3 | $391K | Sell |
30,990
-1,431
| -4% | -$18.1K | ﹤0.01% | 2953 |
|
|
2020
Q2 | $393K | Buy |
32,421
+2,592
| +9% | +$31.4K | ﹤0.01% | 2922 |
|
|
2020
Q1 | $229K | Hold |
29,829
| – | – | ﹤0.01% | 2978 |
|
|
2019
Q4 | $532K | Buy |
29,829
+2,536
| +9% | +$45.2K | ﹤0.01% | 2798 |
|
|
2019
Q3 | $317K | Hold |
27,293
| – | – | ﹤0.01% | 2955 |
|
|
2019
Q2 | $605K | Buy |
+27,293
| New | +$605K | ﹤0.01% | 2734 |
|
|
2016
Q2 | – | Sell |
-1,125
| Closed | -$11K | – | 3123 |
|
|
2016
Q1 | $11K | Hold |
1,125
| – | – | ﹤0.01% | 3051 |
|
|
2015
Q4 | $58K | Hold |
1,125
| – | – | ﹤0.01% | 3065 |
|
|
2015
Q3 | $57K | Hold |
1,125
| – | – | ﹤0.01% | 3063 |
|
|
2015
Q2 | $113K | Buy |
+1,125
| New | +$113K | ﹤0.01% | 3041 |
|