Charles Schwab’s Palvella Therapeutics, Inc. Common Stock PVLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $474K | Buy |
+21,013
| New | +$474K | ﹤0.01% | 3158 |
|
|
2023
Q3 | – | Sell |
-447
| Closed | -$5.91K | – | 3637 |
|
|
2023
Q2 | $5.91K | Hold |
447
| – | – | ﹤0.01% | 3603 |
|
|
2023
Q1 | $34.9K | Hold |
447
| – | – | ﹤0.01% | 3418 |
|
|
2022
Q4 | $37.2K | Hold |
447
| – | – | ﹤0.01% | 3416 |
|
|
2022
Q3 | $42K | Hold |
447
| – | – | ﹤0.01% | 3373 |
|
|
2022
Q2 | $67K | Hold |
447
| – | – | ﹤0.01% | 3346 |
|
|
2022
Q1 | $109K | Hold |
447
| – | – | ﹤0.01% | 3400 |
|
|
2021
Q4 | $136K | Buy |
447
+204
| +84% | +$62.1K | ﹤0.01% | 3410 |
|
|
2021
Q3 | $101K | Hold |
243
| – | – | ﹤0.01% | 3380 |
|
|
2021
Q2 | $75K | Sell |
243
-1,472
| -86% | -$454K | ﹤0.01% | 3319 |
|
|
2021
Q1 | $353K | Buy |
1,715
+117
| +7% | +$24.1K | ﹤0.01% | 3194 |
|
|
2020
Q4 | $320K | Buy |
1,598
+106
| +7% | +$21.2K | ﹤0.01% | 3134 |
|
|
2020
Q3 | $248K | Sell |
1,492
-88
| -6% | -$14.6K | ﹤0.01% | 3107 |
|
|
2020
Q2 | $392K | Buy |
1,580
+116
| +8% | +$28.8K | ﹤0.01% | 2926 |
|
|
2020
Q1 | $267K | Buy |
1,464
+14
| +1% | +$2.55K | ﹤0.01% | 2925 |
|
|
2019
Q4 | $420K | Hold |
1,450
| – | – | ﹤0.01% | 2888 |
|
|
2019
Q3 | $396K | Buy |
1,450
+243
| +20% | +$66.4K | ﹤0.01% | 2889 |
|
|
2019
Q2 | $454K | Sell |
1,207
-1,636
| -58% | -$615K | ﹤0.01% | 2853 |
|
|
2019
Q1 | $762K | Buy |
2,843
+165
| +6% | +$44.2K | ﹤0.01% | 2633 |
|
|
2018
Q4 | $570K | Hold |
2,678
| – | – | ﹤0.01% | 2713 |
|
|
2018
Q3 | $1.2M | Hold |
2,678
| – | – | ﹤0.01% | 2564 |
|
|
2018
Q2 | $1.09M | Buy |
2,678
+1,785
| +200% | +$725K | ﹤0.01% | 2563 |
|
|
2018
Q1 | $487K | Buy |
893
+173
| +24% | +$94.3K | ﹤0.01% | 2736 |
|
|
2017
Q4 | $435K | Hold |
720
| – | – | ﹤0.01% | 2758 |
|
|
2017
Q3 | $332K | Hold |
720
| – | – | ﹤0.01% | 2840 |
|
|
2017
Q2 | $292K | Buy |
+720
| New | +$292K | ﹤0.01% | 2882 |
|