CMA
CLB icon

Cedar Mountain Advisors’s Core Laboratories CLB Stock Holding History

Cedar Mountain Advisors’s Portfolio CLB Stock Details CLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$722 Sell
62
-68
-52% -$971 ﹤0.01% 992
2026
Q1 		$2.18K Hold
130
– – ﹤0.01% 811
2025
Q4 		$2.08K Buy
130
+3
+2% +$45 ﹤0.01% 395
2025
Q3 		$1.57K Buy
+127
New +$1.49K ﹤0.01% 453

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GI
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SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CWP
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VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return