Charles Schwab’s Karat Packaging KRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$590K Buy
2025
Q1
$526K Buy
2024
Q4
$597K Hold
2024
Q3
$511K Buy
2024
Q2
$552K Hold
2024
Q1
$534K Hold
2023
Q4
$464K Buy
2023
Q3
$369K Hold
2023
Q2
$292K Sell
2023
Q1
$222K Buy
2022
Q4
$222K Hold
2022
Q3
$248K Buy
2022
Q2
$213K Buy
2022
Q1
$215K Buy
2021
Q4
Sell
2021
Q3
$204K Buy