Creative Planning’s Commault Systems CVLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9M | Buy |
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|
2025
Q1 | $3.01M | Buy |
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|
2024
Q4 | $2.21M | Buy |
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|
2024
Q3 | $1.87M | Buy |
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|
2024
Q2 | $890K | Buy |
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|
2024
Q1 | $443K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $15K | Hold |
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|
2017
Q1 | $13K | Hold |
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|
2016
Q4 | $13K | Hold |
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|
2016
Q3 | $14K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $2K | Sell |
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|
2014
Q2 | $20K | Buy |
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