OM
OV Management’s Calix CALX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $482K | Sell |
9,053
-135,092
| -94% | -$7.19M | 0.4% | 51 |
|
2025
Q1 | $5.11M | Buy |
144,145
+4,542
| +3% | +$161K | 2.39% | 9 |
|
2024
Q4 | $4.87M | Buy |
139,603
+1,094
| +0.8% | +$38.1K | 2.26% | 10 |
|
2024
Q3 | $5.37M | Buy |
138,509
+7,742
| +6% | +$300K | 3.57% | 7 |
|
2024
Q2 | $4.63M | Buy |
130,767
+10,767
| +9% | +$381K | 3.24% | 8 |
|
2024
Q1 | $3.98M | Hold |
120,000
| – | – | 2.89% | 9 |
|
2023
Q4 | $5.24M | Buy |
+120,000
| New | +$5.24M | 4.33% | 4 |
|