Independent Solutions Wealth Management’s Commercial Metals CMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Sell |
7,740
-40
| -0.5% | -$1.96K | 0.07% | 137 |
|
|
2025
Q1 | $358K | Buy |
7,780
+3,235
| +71% | +$149K | 0.08% | 139 |
|
|
2024
Q4 | $225K | Buy |
4,545
+150
| +3% | +$7.44K | 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% | -$5.88K | 0.06% | 155 |
|
|
2023
Q4 | $225K | Hold |
4,495
| – | – | 0.06% | 158 |
|
|
2023
Q3 | $222K | Sell |
4,495
-700
| -13% | -$34.6K | 0.06% | 181 |
|
|
2023
Q2 | $274K | Sell |
5,195
-1,137
| -18% | -$59.9K | 0.07% | 179 |
|
|
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% | -$2.91K | 0.07% | 189 |
|
|
2022
Q2 | $212K | Sell |
6,414
-288
| -4% | -$9.53K | 0.07% | 205 |
|
|
2022
Q1 | $279K | Sell |
6,702
-100
| -1% | -$4.16K | 0.07% | 183 |
|
|
2021
Q4 | $247K | Sell |
6,802
-64
| -0.9% | -$2.32K | 0.06% | 200 |
|
|
2021
Q3 | $209K | Buy |
+6,866
| New | +$209K | 0.05% | 205 |
|