Charles Schwab’s WM Technology MAPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Hold |
259,858
| – | – | ﹤0.01% | 3358 |
|
|
2025
Q1 | $294K | Buy |
259,858
+22,343
| +9% | +$25.2K | ﹤0.01% | 3214 |
|
|
2024
Q4 | $328K | Hold |
237,515
| – | – | ﹤0.01% | 3253 |
|
|
2024
Q3 | $207K | Hold |
237,515
| – | – | ﹤0.01% | 3330 |
|
|
2024
Q2 | $247K | Buy |
237,515
+196,588
| +480% | +$204K | ﹤0.01% | 3407 |
|
|
2024
Q1 | $54.4K | Hold |
40,927
| – | – | ﹤0.01% | 3360 |
|
|
2023
Q4 | $29.5K | Hold |
40,927
| – | – | ﹤0.01% | 3448 |
|
|
2023
Q3 | $54K | Hold |
40,927
| – | – | ﹤0.01% | 3400 |
|
|
2023
Q2 | $34.3K | Sell |
40,927
-169,675
| -81% | -$142K | ﹤0.01% | 3477 |
|
|
2023
Q1 | $179K | Buy |
210,602
+40,927
| +24% | +$34.8K | ﹤0.01% | 3170 |
|
|
2022
Q4 | $171K | Sell |
169,675
-6,000
| -3% | -$6.06K | ﹤0.01% | 3203 |
|
|
2022
Q3 | $283K | Hold |
175,675
| – | – | ﹤0.01% | 3118 |
|
|
2022
Q2 | $578K | Buy |
175,675
+157,675
| +876% | +$519K | ﹤0.01% | 3017 |
|
|
2022
Q1 | $141K | Hold |
18,000
| – | – | ﹤0.01% | 3360 |
|
|
2021
Q4 | $108K | Hold |
18,000
| – | – | ﹤0.01% | 3429 |
|
|
2021
Q3 | $261K | Buy |
+18,000
| New | +$261K | ﹤0.01% | 3290 |
|