Charles Schwab’s Anaplan, Inc. PLAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-811,937
| Closed | -$52.8M | – | 3713 |
|
|
2022
Q1 | $52.8M | Buy |
811,937
+30,377
| +4% | +$1.98M | 0.02% | 839 |
|
|
2021
Q4 | $35.8M | Buy |
781,560
+21,298
| +3% | +$977K | 0.01% | 1134 |
|
|
2021
Q3 | $46.3M | Buy |
760,262
+24,885
| +3% | +$1.52M | 0.02% | 930 |
|
|
2021
Q2 | $39.2M | Buy |
735,377
+31,849
| +5% | +$1.7M | 0.01% | 1050 |
|
|
2021
Q1 | $37.9M | Buy |
703,528
+1,447
| +0.2% | +$77.9K | 0.01% | 1014 |
|
|
2020
Q4 | $50.4M | Buy |
702,081
+29,931
| +4% | +$2.15M | 0.02% | 761 |
|
|
2020
Q3 | $42.1M | Buy |
672,150
+233,821
| +53% | +$14.6M | 0.02% | 744 |
|
|
2020
Q2 | $19.9M | Buy |
438,329
+29,262
| +7% | +$1.33M | 0.01% | 1177 |
|
|
2020
Q1 | $12.4M | Buy |
409,067
+41,202
| +11% | +$1.25M | 0.01% | 1323 |
|
|
2019
Q4 | $19.3M | Buy |
367,865
+11,756
| +3% | +$616K | 0.01% | 1233 |
|
|
2019
Q3 | $16.7M | Buy |
356,109
+290,152
| +440% | +$13.6M | 0.01% | 1265 |
|
|
2019
Q2 | $3.33M | Sell |
65,957
-32,012
| -33% | -$1.62M | ﹤0.01% | 2162 |
|
|
2019
Q1 | $3.86M | Buy |
97,969
+6,611
| +7% | +$260K | ﹤0.01% | 2104 |
|
|
2018
Q4 | $2.43M | Buy |
+91,358
| New | +$2.43M | ﹤0.01% | 2257 |
|