CWM
Congress Wealth Management’s Commault Systems CVLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4M | Sell |
93,897
-392
| -0.4% | -$68.3K | 0.16% | 161 |
|
|
2025
Q1 | $14.9M | Buy |
94,289
+5,386
| +6% | +$850K | 0.18% | 145 |
|
|
2024
Q4 | $13.4M | Buy |
88,903
+9,634
| +12% | +$1.45M | 0.18% | 162 |
|
|
2024
Q3 | $12.2M | Buy |
79,269
+17,954
| +29% | +$2.76M | 0.16% | 184 |
|
|
2024
Q2 | $7.45M | Buy |
+61,315
| New | +$7.45M | 0.12% | 205 |
|