Atlas Capital Advisors’s CA, Inc. CA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $281K | Hold |
15,291
| – | – | 0.03% | 358 |
|
|
2025
Q4 | $256K | Buy |
+15,291
| New | +$256K | 0.03% | 368 |
|
|
2025
Q2 | $216K | Buy |
15,291
+10,329
| +208% | +$146K | 0.03% | 395 |
|
|
2025
Q1 | $70.9K | Sell |
4,962
-2,515
| -34% | -$36K | 0.01% | 588 |
|
|
2024
Q4 | $106K | Hold |
7,477
| – | – | 0.01% | 513 |
|
|
2024
Q3 | $127K | Sell |
7,477
-2,332
| -24% | -$39.8K | 0.02% | 451 |
|
|
2024
Q2 | $139K | Buy |
9,809
+7,474
| +320% | +$106K | 0.02% | 449 |
|
|
2024
Q1 | $40K | Sell |
2,335
-3,711
| -61% | -$63.6K | 0.01% | 601 |
|
|
2023
Q4 | $111K | Buy |
+6,046
| New | +$111K | 0.02% | 480 |
|