Charles Schwab’s Udemy UDMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.85M Buy
832,573
+105,445
+15% +$741K ﹤0.01% 2268
2025
Q1
$5.64M Sell
727,128
-15,762
-2% -$122K ﹤0.01% 2218
2024
Q4
$6.11M Sell
742,890
-19,030
-2% -$157K ﹤0.01% 2247
2024
Q3
$5.67M Buy
761,920
+27,959
+4% +$208K ﹤0.01% 2303
2024
Q2
$6.33M Buy
733,961
+32,493
+5% +$280K ﹤0.01% 2248
2024
Q1
$7.7M Buy
701,468
+11,700
+2% +$128K ﹤0.01% 2114
2023
Q4
$10.2M Buy
689,768
+23,652
+4% +$348K ﹤0.01% 1976
2023
Q3
$6.33M Buy
666,116
+117,846
+21% +$1.12M ﹤0.01% 2141
2023
Q2
$5.88M Buy
548,270
+48,163
+10% +$517K ﹤0.01% 2171
2023
Q1
$4.42M Sell
500,107
-239
-0% -$2.11K ﹤0.01% 2260
2022
Q4
$5.28M Buy
500,346
+13,454
+3% +$142K ﹤0.01% 2187
2022
Q3
$5.89M Buy
486,892
+251,733
+107% +$3.04M ﹤0.01% 2125
2022
Q2
$2.4M Buy
235,159
+128,247
+120% +$1.31M ﹤0.01% 2510
2022
Q1
$1.33M Buy
106,912
+3,455
+3% +$43.1K ﹤0.01% 2768
2021
Q4
$2.02M Buy
+103,457
New +$2.02M ﹤0.01% 2703