Simon Quick Advisors’s Commault Systems CVLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Sell |
2,245
-380
| -14% | -$66.2K | 0.02% | 512 |
|
|
2025
Q1 | $414K | Buy |
2,625
+180
| +7% | +$28.4K | 0.02% | 340 |
|
|
2024
Q4 | $369K | Buy |
2,445
+419
| +21% | +$63.2K | 0.02% | 315 |
|
|
2024
Q3 | $312K | Buy |
2,026
+29
| +1% | +$4.46K | 0.02% | 319 |
|
|
2024
Q2 | $243K | Buy |
+1,997
| New | +$243K | 0.02% | 324 |
|
|
2020
Q4 | – | Sell |
-229
| Closed | -$9K | – | 457 |
|
|
2020
Q3 | $9K | Sell |
229
-1,537
| -87% | -$60.4K | ﹤0.01% | 335 |
|
|
2020
Q2 | $68K | Sell |
1,766
-154
| -8% | -$5.93K | 0.03% | 161 |
|
|
2020
Q1 | $78K | Buy |
+1,920
| New | +$78K | 0.03% | 141 |
|