Charles Schwab’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Buy |
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|
2025
Q1 | $15.2M | Sell |
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|
2024
Q4 | $19M | Buy |
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|
2024
Q3 | $17.6M | Buy |
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|
2024
Q2 | $11.6M | Buy |
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|
2024
Q1 | $13.4M | Buy |
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|
2023
Q4 | $11.7M | Buy |
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|
2023
Q3 | $10.8M | Sell |
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|
2023
Q2 | $12.4M | Buy |
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|
2023
Q1 | $10M | Buy |
|
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|
2022
Q4 | $10.7M | Buy |
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|
2022
Q3 | $13.4M | Buy |
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|
2022
Q2 | $9.55M | Sell |
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|
2022
Q1 | $13M | Buy |
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|
2021
Q4 | $16.7M | Buy |
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|
2021
Q3 | $21.2M | Buy |
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|
2021
Q2 | $623K | Buy |
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|
2021
Q1 | $660K | Buy |
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