Forum Financial Management’s Commercial Metals CMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,900	Closed	-$339K	–	468
2025 Q4	$339K	Hold	4,900	–	–	﹤0.01%	681
2025 Q3	$281K	Buy	4,900 +537	+12%	+$29.7K	﹤0.01%	781
2025 Q2	$213K	Buy	4,363 +8	+0.2%	+$371	﹤0.01%	872
2025 Q1	$200K	Buy	4,355 +12	+0.3%	+$584	﹤0.01%	825
2024 Q4	$215K	Buy	4,343 +3	+0.1%	+$169	﹤0.01%	809
2024 Q3	$239K	Sell	4,340 -1	-0%	-$54	﹤0.01%	633
2024 Q2	$239K	Buy	4,341 +8	+0.2%	+$441	﹤0.01%	583
2024 Q1	$255K	Hold	4,333	–	–	﹤0.01%	583
2023 Q4	$217K	Hold	4,333	–	–	﹤0.01%	608
2023 Q3	$214K	Hold	4,333	–	–	﹤0.01%	563
2023 Q2	$228K	Buy	4,333 +9	+0.2%	+$420	0.01%	557
2023 Q1	$211K	Sell	4,324 -6	-0.1%	-$311	0.01%	542
2022 Q4	$209K	Buy	+4,330	New	+$199K	0.01%	536