Independent Solutions Wealth 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	$487K	Buy	7,920 +470	+6%	+$33.9K	0.07%	138
2025 Q4	$516K	Buy	7,450 +60	+0.8%	+$3.76K	0.09%	120
2025 Q3	$423K	Sell	7,390 -350	-5%	-$19.3K	0.08%	131
2025 Q2	$379K	Sell	7,740 -40	-0.5%	-$1.85K	0.07%	137
2025 Q1	$358K	Buy	7,780 +3,235	+71%	+$157K	0.08%	139
2024 Q4	$225K	Buy	4,545 +150	+3%	+$8.46K	0.05%	164
2024 Q3	$242K	Hold	4,395	–	–	0.05%	151
2024 Q2	$242K	Hold	4,395	–	–	0.06%	154
2024 Q1	$258K	Sell	4,395 -100	-2%	-$5.3K	0.06%	155
2023 Q4	$225K	Hold	4,495	–	–	0.06%	158
2023 Q3	$222K	Sell	4,495 -700	-13%	-$38.1K	0.06%	182
2023 Q2	$274K	Sell	5,195 -1,137	-18%	-$53.1K	0.07%	180
2023 Q1	$310K	Hold	6,332	–	–	0.09%	158
2022 Q4	$306K	Hold	6,332	–	–	0.09%	162
2022 Q3	$225K	Sell	6,332 -82	-1%	-$3.17K	0.07%	189
2022 Q2	$212K	Sell	6,414 -288	-4%	-$11.3K	0.07%	205
2022 Q1	$279K	Sell	6,702 -100	-1%	-$3.76K	0.07%	184
2021 Q4	$247K	Sell	6,802 -64	-0.9%	-$2.12K	0.06%	201
2021 Q3	$209K	Buy	+6,866	New	+$219K	0.05%	206