Charles Schwab’s Ooma OOMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $886K | Buy |
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|
2025
Q2 | $947K | Buy |
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|
2025
Q1 | $928K | Sell |
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|
2024
Q4 | $997K | Buy |
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|
2024
Q3 | $807K | Buy |
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|
2024
Q2 | $672K | Buy |
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|
2024
Q1 | $538K | Sell |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $1.26M | Hold |
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|
2023
Q2 | $1.45M | Buy |
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|
2023
Q1 | $1.19M | Buy |
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|
2022
Q4 | $1.27M | Buy |
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|
2022
Q3 | $1.14M | Buy |
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|
2022
Q2 | $1.09M | Sell |
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|
2022
Q1 | $1.86M | Sell |
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|
2021
Q4 | $2.74M | Sell |
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|
2021
Q3 | $2.63M | Buy |
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|
2021
Q2 | $1.54M | Hold |
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|
2021
Q1 | $1.3M | Buy |
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|
2020
Q4 | $771K | Buy |
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|
2020
Q3 | $631K | Sell |
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|
2020
Q2 | $841K | Buy |
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|
2020
Q1 | $592K | Buy |
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|
2019
Q4 | $631K | Buy |
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|
2019
Q3 | $476K | Hold |
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|
2019
Q2 | $480K | Buy |
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|
2019
Q1 | $567K | Hold |
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|
2018
Q4 | $594K | Buy |
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|
2018
Q3 | $658K | Sell |
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|
2018
Q2 | $598K | Buy |
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|
2018
Q1 | $405K | Buy |
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|
2017
Q4 | $343K | Hold |
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|
2017
Q3 | $303K | Hold |
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|
2017
Q2 | $230K | Buy |
|