Charles Schwab’s WM Technology MAPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $301K | Buy |
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|
2025
Q2 | $233K | Hold |
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|
2025
Q1 | $294K | Buy |
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|
2024
Q4 | $328K | Hold |
|
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|
2024
Q3 | $207K | Hold |
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|
2024
Q2 | $247K | Buy |
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|
2024
Q1 | $54.4K | Hold |
|
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|
2023
Q4 | $29.5K | Hold |
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|
2023
Q3 | $54K | Hold |
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|
2023
Q2 | $34.3K | Sell |
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|
2023
Q1 | $179K | Buy |
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|
2022
Q4 | $171K | Sell |
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|
2022
Q3 | $283K | Hold |
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|
2022
Q2 | $578K | Buy |
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|
2022
Q1 | $141K | Hold |
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|
2021
Q4 | $108K | Hold |
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|
2021
Q3 | $261K | Buy |
|