Creative Planning’s Commault Systems CVLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9M | Buy |
22,352
+3,277
| +17% | +$571K | ﹤0.01% | 883 |
|
|
2025
Q1 | $3.01M | Buy |
19,075
+4,424
| +30% | +$698K | ﹤0.01% | 929 |
|
|
2024
Q4 | $2.21M | Buy |
14,651
+2,501
| +21% | +$377K | ﹤0.01% | 1067 |
|
|
2024
Q3 | $1.87M | Buy |
12,150
+4,829
| +66% | +$743K | ﹤0.01% | 1096 |
|
|
2024
Q2 | $890K | Buy |
7,321
+2,954
| +68% | +$359K | ﹤0.01% | 1488 |
|
|
2024
Q1 | $443K | Buy |
+4,367
| New | +$443K | ﹤0.01% | 1934 |
|
|
2017
Q3 | – | Sell |
-260
| Closed | -$15K | – | 2226 |
|
|
2017
Q2 | $15K | Hold |
260
| – | – | ﹤0.01% | 3317 |
|
|
2017
Q1 | $13K | Hold |
260
| – | – | ﹤0.01% | 3379 |
|
|
2016
Q4 | $13K | Hold |
260
| – | – | ﹤0.01% | 3305 |
|
|
2016
Q3 | $14K | Buy |
+260
| New | +$14K | ﹤0.01% | 3226 |
|
|
2014
Q4 | – | Sell |
-35
| Closed | -$2K | – | 4028 |
|
|
2014
Q3 | $2K | Sell |
35
-365
| -91% | -$20.9K | ﹤0.01% | 3550 |
|
|
2014
Q2 | $20K | Buy |
+400
| New | +$20K | ﹤0.01% | 2444 |
|