Jacobi Capital Management’s Climb Global Solutions CLMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$214K Sell
1,999
-7
-0.3% -$748 0.01% 565
2025
Q1
$222K Buy
2,006
+3
+0.1% +$332 0.02% 544
2024
Q4
$254K Buy
+2,003
New +$254K 0.02% 512