Mount Yale Investment Advisors’s Commault Systems CVLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$274K Buy
2025
Q1
$243K Buy
2024
Q4
Sell
2024
Q3
$362K Sell
2024
Q2
$399K Sell
2024
Q1
$425K Sell
2023
Q4
$337K Buy
2023
Q3
$235K Sell
2023
Q2
$258K Sell
2023
Q1
$219K Buy
2022
Q4
Sell
2022
Q3
$210K Sell
2022
Q2
$252K Buy
2022
Q1
$243K Buy
2021
Q4
$217K Sell
2021
Q3
$287K Buy
2021
Q2
$252K Buy