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Plotkin Financial Advisors’s CEL-SCI Corp CVM Stock Holding History

Plotkin Financial Advisors’s Portfolio CVM Stock Details CVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,067
Closed -$21.2K – 95
2025
Q1 		$21.2K Hold
3,067
– – 0.01% 92
2024
Q4 		$36.8K Hold
3,067
– – 0.02% 91
2024
Q3 		$97.5K Hold
3,067
– – 0.06% 90
2024
Q2 		$107K Hold
3,067
– – 0.07% 86
2024
Q1 		$176K Hold
3,067
– – 0.12% 89
2023
Q4 		$250K Hold
3,067
– – 0.19% 68
2023
Q3 		$115K Hold
3,067
– – 0.1% 75
2023
Q2 		$222K Hold
3,067
– – 0.18% 69
2023
Q1 		$213K Hold
3,067
– – 0.2% 65
2022
Q4 		$216K Hold
3,067
– – 0.22% 64
2022
Q3 		$284K Buy
+3,067
New +$370K 0.29% 53

Other funds holding CVM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Plotkin Financial Advisors's CVM Position: Q2 2025 in Review

Plotkin Financial Advisors sold out of CEL-SCI Corp (CVM) in Q2 2025, closing a stake of 3,067 shares — an estimated $21.2K sold.

Plotkin Financial Advisors first reported a position in CVM in Q3 2022 and held it in 11 quarters. The position peaked at $284K in Q3 2022. 28 funds tracked by Wall St. Rank hold CVM as of Q2 2025.

  • Plotkin Financial Advisors reported no remaining CEL-SCI Corp position as of Q2 2025 after selling out during the quarter.
  • Plotkin Financial Advisors sold 3,067 CEL-SCI Corp shares in Q2 2025, an estimated $21.2K.
  • Plotkin Financial Advisors first reported a position in CEL-SCI Corp in Q3 2022 and held it in 11 quarters.
  • Plotkin Financial Advisors's CEL-SCI Corp position peaked at $284K in Q3 2022.
  • 28 funds tracked by Wall St. Rank held CEL-SCI Corp as of Q2 2025.

Based on Plotkin Financial Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.