FWP
FAS Wealth Partners’s Calumet Specialty Products CLMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
89,421
+400
| +0.4% | +$6.3K | 0.1% | 135 |
|
|
2025
Q1 | $1.13M | Buy |
89,021
+28,518
| +47% | +$362K | 0.09% | 141 |
|
|
2024
Q4 | $1.33M | Buy |
60,503
+2,282
| +4% | +$50.3K | 0.11% | 130 |
|
|
2024
Q3 | $1.04M | Buy |
58,221
+4,095
| +8% | +$73K | 0.08% | 146 |
|
|
2024
Q2 | $869K | Buy |
54,126
+2,308
| +4% | +$37K | 0.08% | 149 |
|
|
2024
Q1 | $770K | Sell |
51,818
-3,050
| -6% | -$45.3K | 0.07% | 161 |
|
|
2023
Q4 | $980K | Buy |
54,868
+14,770
| +37% | +$264K | 0.09% | 144 |
|
|
2023
Q3 | $766K | Buy |
+40,098
| New | +$766K | 0.08% | 157 |
|