LA
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Legacy Advisors’s Commault Systems CVLT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,962
Closed -$1.89M 115
2025
Q1
$1.89M Sell
11,962
-131
-1% -$20.7K 0.19% 92
2024
Q4
$1.82M Buy
12,093
+179
+2% +$27K 0.18% 92
2024
Q3
$1.83M Sell
11,914
-395
-3% -$60.8K 0.2% 90
2024
Q2
$1.5M Buy
12,309
+191
+2% +$23.2K 0.18% 93
2024
Q1
$1.23M Buy
12,118
+920
+8% +$93.3K 0.16% 115
2023
Q4
$894K Buy
11,198
+1,925
+21% +$154K 0.12% 140
2023
Q3
$627K Buy
9,273
+1,922
+26% +$130K 0.1% 165
2023
Q2
$534K Buy
7,351
+347
+5% +$25.2K 0.08% 168
2023
Q1
$397K Buy
7,004
+513
+8% +$29.1K 0.07% 171
2022
Q4
$408K Buy
+6,491
New +$408K 0.07% 162