AssetMark Inc’s Calix CALX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372 | Buy |
7
+2
| +40% | +$106 | ﹤0.01% | 2790 |
|
|
2025
Q1 | $177 | Sell |
5
-218
| -98% | -$7.72K | ﹤0.01% | 2535 |
|
|
2024
Q4 | $7.78K | Sell |
223
-3,158
| -93% | -$110K | ﹤0.01% | 1841 |
|
|
2024
Q3 | $131K | Buy |
3,381
+485
| +17% | +$18.8K | ﹤0.01% | 1105 |
|
|
2024
Q2 | $103K | Buy |
2,896
+717
| +33% | +$25.4K | ﹤0.01% | 1106 |
|
|
2024
Q1 | $72.3K | Sell |
2,179
-54
| -2% | -$1.79K | ﹤0.01% | 1095 |
|
|
2023
Q4 | $97.6K | Buy |
2,233
+655
| +42% | +$28.6K | ﹤0.01% | 1041 |
|
|
2023
Q3 | $72.3K | Buy |
1,578
+382
| +32% | +$17.5K | ﹤0.01% | 1026 |
|
|
2023
Q2 | $59.7K | Buy |
1,196
+373
| +45% | +$18.6K | ﹤0.01% | 1032 |
|
|
2023
Q1 | $44.1K | Buy |
823
+257
| +45% | +$13.8K | ﹤0.01% | 1058 |
|
|
2022
Q4 | $38.7K | Buy |
566
+150
| +36% | +$10.3K | ﹤0.01% | 1096 |
|
|
2022
Q3 | $25K | Sell |
416
-85
| -17% | -$5.11K | ﹤0.01% | 1089 |
|
|
2022
Q2 | $17K | Buy |
+501
| New | +$17K | ﹤0.01% | 1145 |
|