AE Wealth Management’s Commercial Metals CMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $376K | Buy |
6,128
+628
| +11% | +$45.3K | ﹤0.01% | 1255 |
|
|
2025
Q4 | $381K | Buy |
5,500
+959
| +21% | +$60K | ﹤0.01% | 1199 |
|
|
2025
Q3 | $260K | Buy |
4,541
+154
| +4% | +$8.51K | ﹤0.01% | 1252 |
|
|
2025
Q2 | $215K | Buy |
+4,387
| New | +$203K | ﹤0.01% | 1275 |
|
|
2025
Q1 | – | Sell |
-4,626
| Closed | -$230K | – | 2168 |
|
|
2024
Q4 | $230K | Buy |
+4,626
| New | +$261K | ﹤0.01% | 1220 |
|
|
2024
Q3 | – | Sell |
-4,025
| Closed | -$221K | – | 1248 |
|
|
2024
Q2 | $221K | Buy |
+4,025
| New | +$222K | ﹤0.01% | 1131 |
|
|
2024
Q1 | – | Sell |
-10,136
| Closed | -$525K | – | 1298 |
|
|
2023
Q4 | $525K | Buy |
10,136
+1,250
| +14% | +$57K | ﹤0.01% | 1407 |
|
|
2023
Q3 | $439K | Sell |
8,886
-518
| -6% | -$28.2K | ﹤0.01% | 1449 |
|
|
2023
Q2 | $495K | Buy |
9,404
+331
| +4% | +$15.4K | ﹤0.01% | 1403 |
|
|
2023
Q1 | $444K | Buy |
9,073
+3,260
| +56% | +$169K | ﹤0.01% | 1401 |
|
|
2022
Q4 | $281K | Buy |
+5,813
| New | +$267K | ﹤0.01% | 1530 |
|
|
2022
Q2 | – | Sell |
-8,892
| Closed | -$370K | – | 1733 |
|
|
2022
Q1 | $370K | Buy |
8,892
+221
| +3% | +$8.3K | ﹤0.01% | 1343 |
|
|
2021
Q4 | $315K | Buy |
+8,671
| New | +$287K | ﹤0.01% | 1429 |
|
|
2021
Q2 | – | Sell |
-8,426
| Closed | -$260K | – | 1599 |
|
|
2021
Q1 | $260K | Buy |
+8,426
| New | +$209K | ﹤0.01% | 1310 |
|
|
2019
Q3 | – | Sell |
-11,900
| Closed | -$212K | – | 998 |
|
|
2019
Q2 | $212K | Buy |
+11,900
| New | +$195K | 0.01% | 881 |
|
Other funds holding CMC
VPM
VCM
