Charles Schwab’s Malibu Boats MBUU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.4M | Sell |
401,852
-27,880
| -6% | -$832K | ﹤0.01% | 2079 |
|
|
2025
Q4 | $12.1M | Buy |
429,732
+85,422
| +25% | +$2.48M | ﹤0.01% | 2038 |
|
|
2025
Q3 | $11.2M | Buy |
344,310
+64,369
| +23% | +$2.2M | ﹤0.01% | 2061 |
|
|
2025
Q2 | $8.77M | Buy |
279,941
+60,172
| +27% | +$1.81M | ﹤0.01% | 2081 |
|
|
2025
Q1 | $6.74M | Buy |
219,769
+49,107
| +29% | +$1.69M | ﹤0.01% | 2145 |
|
|
2024
Q4 | $6.42M | Sell |
170,662
-12,245
| -7% | -$508K | ﹤0.01% | 2226 |
|
|
2024
Q3 | $7.1M | Sell |
182,907
-6,044
| -3% | -$218K | ﹤0.01% | 2191 |
|
|
2024
Q2 | $6.62M | Sell |
188,951
-3,507
| -2% | -$128K | ﹤0.01% | 2224 |
|
|
2024
Q1 | $8.33M | Buy |
192,458
+17,685
| +10% | +$811K | ﹤0.01% | 2075 |
|
|
2023
Q4 | $9.58M | Sell |
174,773
-10,588
| -6% | -$508K | ﹤0.01% | 2005 |
|
|
2023
Q3 | $9.09M | Sell |
185,361
-46,824
| -20% | -$2.51M | ﹤0.01% | 1964 |
|
|
2023
Q2 | $13.6M | Buy |
232,185
+5,507
| +2% | +$309K | ﹤0.01% | 1750 |
|
|
2023
Q1 | $12.8M | Buy |
226,678
+23,634
| +12% | +$1.38M | ﹤0.01% | 1750 |
|
|
2022
Q4 | $10.8M | Buy |
203,044
+15,717
| +8% | +$843K | ﹤0.01% | 1815 |
|
|
2022
Q3 | $8.99M | Buy |
187,327
+14,821
| +9% | +$874K | ﹤0.01% | 1905 |
|
|
2022
Q2 | $9.09M | Buy |
172,506
+11,787
| +7% | +$640K | ﹤0.01% | 1884 |
|
|
2022
Q1 | $9.32M | Buy |
160,719
+12,781
| +9% | +$824K | ﹤0.01% | 1996 |
|
|
2021
Q4 | $10.2M | Buy |
147,938
+3,402
| +2% | +$239K | ﹤0.01% | 1991 |
|
|
2021
Q3 | $10.1M | Buy |
144,536
+1,066
| +0.7% | +$80.1K | ﹤0.01% | 2001 |
|
|
2021
Q2 | $10.5M | Buy |
143,470
+1,800
| +1% | +$143K | ﹤0.01% | 1970 |
|
|
2021
Q1 | $11.3M | Buy |
141,670
+5,647
| +4% | +$435K | ﹤0.01% | 1891 |
|
|
2020
Q4 | $8.49M | Buy |
136,023
+2,442
| +2% | +$141K | ﹤0.01% | 1953 |
|
|
2020
Q3 | $6.62M | Sell |
133,581
-3,842
| -3% | -$209K | ﹤0.01% | 1932 |
|
|
2020
Q2 | $7.14M | Sell |
137,423
-32,667
| -19% | -$1.31M | ﹤0.01% | 1848 |
|
|
2020
Q1 | $4.9M | Sell |
170,090
-25,833
| -13% | -$1.03M | ﹤0.01% | 1842 |
|
|
2019
Q4 | $8.02M | Sell |
195,923
-43,224
| -18% | -$1.56M | ﹤0.01% | 1770 |
|
|
2019
Q3 | $7.34M | Sell |
239,147
-5,112
| -2% | -$158K | ﹤0.01% | 1778 |
|
|
2019
Q2 | $9.49M | Buy |
244,259
+85,093
| +53% | +$3.38M | 0.01% | 1621 |
|
|
2019
Q1 | $6.3M | Buy |
159,166
+17,253
| +12% | +$714K | ﹤0.01% | 1864 |
|
|
2018
Q4 | $4.94M | Buy |
141,913
+7,157
| +5% | +$314K | ﹤0.01% | 1910 |
|
|
2018
Q3 | $7.37M | Buy |
134,756
+9,946
| +8% | +$442K | ﹤0.01% | 1829 |
|
|
2018
Q2 | $5.24M | Buy |
124,810
+27,073
| +28% | +$1.08M | ﹤0.01% | 1975 |
|
|
2018
Q1 | $3.25M | Buy |
97,737
+9,909
| +11% | +$322K | ﹤0.01% | 2143 |
|
|
2017
Q4 | $2.61M | Buy |
87,828
+14,930
| +20% | +$455K | ﹤0.01% | 2213 |
|
|
2017
Q3 | $2.31M | Buy |
72,898
+40,437
| +125% | +$1.12M | ﹤0.01% | 2242 |
|
|
2017
Q2 | $840K | Hold |
32,461
| – | – | ﹤0.01% | 2520 |
|
|
2017
Q1 | $729K | Buy |
32,461
+7,000
| +27% | +$142K | ﹤0.01% | 2526 |
|
|
2016
Q4 | $486K | Hold |
25,461
| – | – | ﹤0.01% | 2659 |
|
|
2016
Q3 | $380K | Sell |
25,461
-22,247
| -47% | -$304K | ﹤0.01% | 2717 |
|
|
2016
Q2 | $577K | Buy |
47,708
+22,247
| +87% | +$325K | ﹤0.01% | 2541 |
|
|
2016
Q1 | $418K | Hold |
25,461
| – | – | ﹤0.01% | 2646 |
|
|
2015
Q4 | $417K | Hold |
25,461
| – | – | ﹤0.01% | 2727 |
|
|
2015
Q3 | $356K | Buy |
25,461
+6,600
| +35% | +$119K | ﹤0.01% | 2758 |
|
|
2015
Q2 | $379K | Buy |
18,861
+6,561
| +53% | +$142K | ﹤0.01% | 2785 |
|
|
2015
Q1 | $288K | Hold |
12,300
| – | – | ﹤0.01% | 2850 |
|
|
2014
Q4 | $238K | Hold |
12,300
| – | – | ﹤0.01% | 2931 |
|
|
2014
Q3 | $228K | Hold |
12,300
| – | – | ﹤0.01% | 2901 |
|
|
2014
Q2 | $248K | Buy |
+12,300
| New | +$253K | ﹤0.01% | 2936 |
|
Other funds holding MBUU
CB
TLM
NAMI
LHC
VCM
FWIA