Charles Schwab’s Karat Packaging KRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $590K | Buy |
20,935
+1,164
| +6% | +$32.8K | ﹤0.01% | 3086 |
|
|
2025
Q1 | $526K | Buy |
19,771
+51
| +0.3% | +$1.36K | ﹤0.01% | 3072 |
|
|
2024
Q4 | $597K | Hold |
19,720
| – | – | ﹤0.01% | 3087 |
|
|
2024
Q3 | $511K | Buy |
19,720
+1,053
| +6% | +$27.3K | ﹤0.01% | 3156 |
|
|
2024
Q2 | $552K | Hold |
18,667
| – | – | ﹤0.01% | 3153 |
|
|
2024
Q1 | $534K | Hold |
18,667
| – | – | ﹤0.01% | 2998 |
|
|
2023
Q4 | $464K | Buy |
18,667
+2,685
| +17% | +$66.7K | ﹤0.01% | 3097 |
|
|
2023
Q3 | $369K | Hold |
15,982
| – | – | ﹤0.01% | 3157 |
|
|
2023
Q2 | $292K | Sell |
15,982
-681
| -4% | -$12.4K | ﹤0.01% | 3237 |
|
|
2023
Q1 | $222K | Buy |
16,663
+1,182
| +8% | +$15.8K | ﹤0.01% | 3135 |
|
|
2022
Q4 | $222K | Hold |
15,481
| – | – | ﹤0.01% | 3165 |
|
|
2022
Q3 | $248K | Buy |
15,481
+3,014
| +24% | +$48.3K | ﹤0.01% | 3135 |
|
|
2022
Q2 | $213K | Buy |
12,467
+1,682
| +16% | +$28.7K | ﹤0.01% | 3235 |
|
|
2022
Q1 | $215K | Buy |
+10,785
| New | +$215K | ﹤0.01% | 3294 |
|
|
2021
Q4 | – | Sell |
-9,697
| Closed | -$204K | – | 3596 |
|
|
2021
Q3 | $204K | Buy |
+9,697
| New | +$204K | ﹤0.01% | 3326 |
|