Cresset Asset Management’s Calix CALX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Sell |
5,952
-1,200
| -17% | -$63.8K | ﹤0.01% | 1279 |
|
|
2025
Q1 | $253K | Sell |
7,152
-2,782
| -28% | -$98.6K | ﹤0.01% | 1389 |
|
|
2024
Q4 | $346K | Sell |
9,934
-1,843
| -16% | -$64.3K | ﹤0.01% | 1258 |
|
|
2024
Q3 | $457K | Sell |
11,777
-2,544
| -18% | -$98.7K | ﹤0.01% | 1542 |
|
|
2024
Q2 | $507K | Buy |
14,321
+4,912
| +52% | +$174K | ﹤0.01% | 1403 |
|
|
2024
Q1 | $312K | Buy |
9,409
+163
| +2% | +$5.41K | ﹤0.01% | 1543 |
|
|
2023
Q4 | $404K | Buy |
9,246
+146
| +2% | +$6.38K | ﹤0.01% | 1312 |
|
|
2023
Q3 | $417K | Buy |
9,100
+104
| +1% | +$4.77K | ﹤0.01% | 1239 |
|
|
2023
Q2 | $449K | Buy |
+8,996
| New | +$449K | ﹤0.01% | 1204 |
|