Kovitz Investment Group Partners’s Climb Global Solutions CLMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,827
| Closed | -$202K | – | 1353 |
|
|
2025
Q1 | $202K | Buy |
1,827
+94
| +5% | +$10.4K | ﹤0.01% | 1170 |
|
|
2024
Q4 | $220K | Sell |
1,733
-493
| -22% | -$62.5K | ﹤0.01% | 1130 |
|
|
2024
Q3 | $222K | Buy |
+2,226
| New | +$222K | ﹤0.01% | 926 |
|
|
2024
Q2 | – | Sell |
-3,058
| Closed | -$217K | – | 816 |
|
|
2024
Q1 | $217K | Sell |
3,058
-1,060
| -26% | -$75.1K | ﹤0.01% | 619 |
|
|
2023
Q4 | $226K | Buy |
+4,118
| New | +$226K | ﹤0.01% | 388 |
|
|
2023
Q2 | – | Sell |
-4,497
| Closed | -$240K | – | 408 |
|
|
2023
Q1 | $240K | Buy |
+4,497
| New | +$240K | ﹤0.01% | 387 |
|