Charles Schwab’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.5M | Buy |
704,126
+22,503
| +3% | +$656K | ﹤0.01% | 1656 |
|
|
2025
Q1 | $17.2M | Buy |
681,623
+3,914
| +0.6% | +$98.8K | ﹤0.01% | 1708 |
|
|
2024
Q4 | $19.2M | Buy |
677,709
+5,177
| +0.8% | +$146K | ﹤0.01% | 1724 |
|
|
2024
Q3 | $22.4M | Buy |
672,532
+11,965
| +2% | +$399K | ﹤0.01% | 1636 |
|
|
2024
Q2 | $19.8M | Buy |
+660,567
| New | +$19.8M | ﹤0.01% | 1685 |
|