DWM
Diversify Wealth Management’s Commault Systems CVLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
6,950
+1,517
| +28% | +$292K | 0.08% | 234 |
|
|
2025
Q1 | $917K | Buy |
5,433
+1,400
| +35% | +$236K | 0.07% | 255 |
|
|
2024
Q4 | $621K | Buy |
4,033
+653
| +19% | +$101K | 0.05% | 311 |
|
|
2024
Q3 | $447K | Buy |
+3,380
| New | +$447K | 0.04% | 335 |
|