Charles Schwab’s TaskUs TASK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,367
| Closed | -$135K | – | 3514 |
|
|
2023
Q4 | $135K | Hold |
10,367
| – | – | ﹤0.01% | 3321 |
|
|
2023
Q3 | $108K | Hold |
10,367
| – | – | ﹤0.01% | 3345 |
|
|
2023
Q2 | $117K | Hold |
10,367
| – | – | ﹤0.01% | 3343 |
|
|
2023
Q1 | $150K | Hold |
10,367
| – | – | ﹤0.01% | 3199 |
|
|
2022
Q4 | $175K | Hold |
10,367
| – | – | ﹤0.01% | 3198 |
|
|
2022
Q3 | $167K | Hold |
10,367
| – | – | ﹤0.01% | 3182 |
|
|
2022
Q2 | $175K | Hold |
10,367
| – | – | ﹤0.01% | 3250 |
|
|
2022
Q1 | $399K | Hold |
10,367
| – | – | ﹤0.01% | 3145 |
|
|
2021
Q4 | $560K | Buy |
10,367
+4,602
| +80% | +$249K | ﹤0.01% | 3109 |
|
|
2021
Q3 | $383K | Buy |
+5,765
| New | +$383K | ﹤0.01% | 3214 |
|