Kovitz Investment Group Partners
CLMB icon

Kovitz Investment Group Partners’s Climb Global Solutions CLMB Stock Holding History

Kovitz Investment Group Partners’s Portfolio CLMB Stock Details CLMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,100
Closed -$273K – 603
2025
Q3 		$273K Buy
+8,100
New +$240K ﹤0.01% 1237
2025
Q2 		– Sell
-7,308
Closed -$202K – 1362
2025
Q1 		$202K Buy
7,308
+376
+5% +$11.6K ﹤0.01% 1179
2024
Q4 		$220K Sell
6,932
-1,972
-22% -$58.6K ﹤0.01% 1138
2024
Q3 		$222K Buy
+8,904
New +$178K ﹤0.01% 929
2024
Q2 		– Sell
-12,232
Closed -$217K – 819
2024
Q1 		$217K Sell
12,232
-4,240
-26% -$63.8K ﹤0.01% 624
2023
Q4 		$226K Buy
+16,472
New +$197K ﹤0.01% 389
2023
Q2 		– Sell
-17,988
Closed -$240K – 413
2023
Q1 		$240K Buy
+17,988
New +$187K ﹤0.01% 389

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