PCWA
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Pacific Capital Wealth Advisors’s Calumet Specialty Products CLMT Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio CLMT Stock Details CLMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6
Closed -$132 – 140
2024
Q4 		$132 Hold
6
– – ﹤0.01% 383
2024
Q3 		$107 Hold
6
– – ﹤0.01% 477
2024
Q2 		$96 Hold
6
– – ﹤0.01% 509
2024
Q1 		$89 Hold
6
– – ﹤0.01% 510
2023
Q4 		$107 Buy
+6
New +$107 ﹤0.01% 335