LVW Advisors’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $431K | Sell |
8,796
-859
| -9% | -$45.1K | 0.04% | 239 |
|
|
2025
Q4 | $511K | Buy |
9,655
+188
| +2% | +$10.9K | 0.05% | 185 |
|
|
2025
Q3 | $581K | Sell |
9,467
-104
| -1% | -$5.99K | 0.06% | 169 |
|
|
2025
Q2 | $509K | Buy |
9,571
+3,206
| +50% | +$137K | 0.06% | 189 |
|
|
2025
Q1 | $226K | Buy |
+6,365
| New | +$236K | 0.03% | 284 |
|
|
2024
Q4 | – | Sell |
-8,047
| Closed | -$312K | – | 315 |
|
|
2024
Q3 | $312K | Buy |
8,047
+2,187
| +37% | +$80.4K | 0.04% | 233 |
|
|
2024
Q2 | $208K | Buy |
+5,860
| New | +$189K | 0.03% | 281 |
|
|
2024
Q1 | – | Sell |
-7,333
| Closed | -$320K | – | 287 |
|
|
2023
Q4 | $320K | Sell |
7,333
-114
| -2% | -$4.56K | 0.06% | 199 |
|
|
2023
Q3 | $341K | Sell |
7,447
-353
| -5% | -$16K | 0.07% | 162 |
|
|
2023
Q2 | $389K | Sell |
7,800
-1,552
| -17% | -$74.8K | 0.08% | 145 |
|
|
2023
Q1 | $501K | Buy |
9,352
+30
| +0.3% | +$1.64K | 0.1% | 144 |
|
|
2022
Q4 | $638K | Sell |
9,322
-1,885
| -17% | -$127K | 0.13% | 125 |
|
|
2022
Q3 | $685K | Hold |
11,207
| – | – | 0.15% | 105 |
|
|
2022
Q2 | $383K | Buy |
11,207
+535
| +5% | +$19.9K | 0.08% | 162 |
|
|
2022
Q1 | $458K | Buy |
10,672
+422
| +4% | +$21.4K | 0.08% | 153 |
|
|
2021
Q4 | $820K | Buy |
10,250
+490
| +5% | +$32K | 0.14% | 107 |
|
|
2021
Q3 | $482K | Buy |
9,760
+225
| +2% | +$10.4K | 0.08% | 162 |
|
|
2021
Q2 | $453K | Buy |
9,535
+846
| +10% | +$37.2K | 0.08% | 155 |
|
|
2021
Q1 | $301K | Buy |
+8,689
| New | +$322K | 0.06% | 182 |
|
Other funds holding CALX
VPM
VCM
CAM
