Congress Asset Management’s Calix CALX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$89.8M Buy
2025
Q2
$75.4M Buy
2025
Q1
$48.9M Buy
2024
Q4
$44.5M Sell
2024
Q3
$60.7M Buy
2024
Q2
$42.6M Buy
2024
Q1
$34.7M Buy
2023
Q4
$38.3M Buy
2023
Q3
$36.6M Buy
2023
Q2
$27.2M Buy
2023
Q1
$22M Buy