Needham Investment Management’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Sell |
40,000
-172,000
| -81% | -$9.15M | 0.17% | 105 |
|
|
2025
Q1 | $7.51M | Sell |
212,000
-63,000
| -23% | -$2.23M | 0.7% | 49 |
|
|
2024
Q4 | $9.59M | Buy |
275,000
+25,000
| +10% | +$872K | 0.74% | 46 |
|
|
2024
Q3 | $9.7M | Buy |
250,000
+75,000
| +43% | +$2.91M | 0.74% | 46 |
|
|
2024
Q2 | $6.2M | Buy |
175,000
+125,000
| +250% | +$4.43M | 0.51% | 56 |
|
|
2024
Q1 | $1.66M | Buy |
+50,000
| New | +$1.66M | 0.15% | 108 |
|