UBS Group’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31.6M | Buy |
645,245
+286,145
| +80% | +$15M | 0.01% | 2113 |
|
|
2025
Q4 | $19M | Sell |
359,100
-448,720
| -56% | -$26.1M | ﹤0.01% | 2635 |
|
|
2025
Q3 | $49.6M | Sell |
807,820
-29,461
| -4% | -$1.7M | 0.01% | 1628 |
|
|
2025
Q2 | $44.5M | Sell |
837,281
-13,804
| -2% | -$590K | 0.01% | 1630 |
|
|
2025
Q1 | $30.2M | Buy |
851,085
+655,587
| +335% | +$24.3M | 0.01% | 1948 |
|
|
2024
Q4 | $6.82M | Buy |
195,498
+132,917
| +212% | +$4.68M | ﹤0.01% | 3496 |
|
|
2024
Q3 | $2.43M | Buy |
62,581
+46,553
| +290% | +$1.71M | ﹤0.01% | 3810 |
|
|
2024
Q2 | $568K | Sell |
16,028
-30,282
| -65% | -$975K | ﹤0.01% | 4911 |
|
|
2024
Q1 | $1.54M | Sell |
46,310
-49,022
| -51% | -$1.83M | ﹤0.01% | 4202 |
|
|
2023
Q4 | $4.17M | Buy |
95,332
+53,624
| +129% | +$2.14M | ﹤0.01% | 2978 |
|
|
2023
Q3 | $1.91M | Sell |
41,708
-4,825
| -10% | -$218K | ﹤0.01% | 3479 |
|
|
2023
Q2 | $2.32M | Buy |
46,533
+14,388
| +45% | +$694K | ﹤0.01% | 3381 |
|
|
2023
Q1 | $1.72M | Buy |
32,145
+10,004
| +45% | +$545K | ﹤0.01% | 3581 |
|
|
2022
Q4 | $1.52M | Buy |
22,141
+17,459
| +373% | +$1.17M | ﹤0.01% | 3662 |
|
|
2022
Q3 | $286K | Sell |
4,682
-2,417
| -34% | -$129K | ﹤0.01% | 4810 |
|
|
2022
Q2 | $242K | Sell |
7,099
-69,775
| -91% | -$2.59M | ﹤0.01% | 4768 |
|
|
2022
Q1 | $3.3M | Buy |
76,874
+28,210
| +58% | +$1.43M | ﹤0.01% | 2967 |
|
|
2021
Q4 | $3.89M | Buy |
48,664
+40,078
| +467% | +$2.62M | ﹤0.01% | 3100 |
|
|
2021
Q3 | $424K | Sell |
8,586
-6,792
| -44% | -$313K | ﹤0.01% | 4839 |
|
|
2021
Q2 | $730K | Buy |
15,378
+7,444
| +94% | +$327K | ﹤0.01% | 4444 |
|
|
2021
Q1 | $275K | Sell |
7,934
-12,608
| -61% | -$467K | ﹤0.01% | 5265 |
|
|
2020
Q4 | $611K | Buy |
20,542
+11,850
| +136% | +$293K | ﹤0.01% | 4440 |
|
|
2020
Q3 | $155K | Sell |
8,692
-10,031
| -54% | -$189K | ﹤0.01% | 4938 |
|
|
2020
Q2 | $279K | Sell |
18,723
-8,445
| -31% | -$97K | ﹤0.01% | 4562 |
|
|
2020
Q1 | $192K | Sell |
27,168
-30,733
| -53% | -$259K | ﹤0.01% | 4756 |
|
|
2019
Q4 | $463K | Buy |
57,901
+21,531
| +59% | +$160K | ﹤0.01% | 4902 |
|
|
2019
Q3 | $232K | Buy |
36,370
+27,079
| +291% | +$171K | ﹤0.01% | 5132 |
|
|
2019
Q2 | $61K | Buy |
9,291
+3,637
| +64% | +$24.6K | ﹤0.01% | 5743 |
|
|
2019
Q1 | $44K | Sell |
5,654
-16,474
| -74% | -$145K | ﹤0.01% | 5640 |
|
|
2018
Q4 | $216K | Buy |
22,128
+4,044
| +22% | +$35.2K | ﹤0.01% | 4902 |
|
|
2018
Q3 | $147K | Buy |
18,084
+6,562
| +57% | +$50.1K | ﹤0.01% | 5274 |
|
|
2018
Q2 | $90K | Buy |
11,522
+8,738
| +314% | +$61.6K | ﹤0.01% | 5513 |
|
|
2018
Q1 | $19K | Sell |
2,784
-3,675
| -57% | -$23.7K | ﹤0.01% | 6444 |
|
|
2017
Q4 | $39K | Buy |
6,459
+180
| +3% | +$1.09K | ﹤0.01% | 6039 |
|
|
2017
Q3 | $32K | Buy |
6,279
+1,140
| +22% | +$6.51K | ﹤0.01% | 6110 |
|
|
2017
Q2 | $35K | Buy |
5,139
+695
| +16% | +$4.71K | ﹤0.01% | 5901 |
|
|
2017
Q1 | $32K | Sell |
4,444
-11,050
| -71% | -$78.3K | ﹤0.01% | 5808 |
|
|
2016
Q4 | $120K | Buy |
15,494
+8,120
| +110% | +$59.1K | ﹤0.01% | 5163 |
|
|
2016
Q3 | $54K | Buy |
7,374
+4,690
| +175% | +$35.2K | ﹤0.01% | 5448 |
|
|
2016
Q2 | $19K | Hold |
2,684
| – | – | ﹤0.01% | 6342 |
|
|
2016
Q1 | $19K | Sell |
2,684
-2,890
| -52% | -$20.4K | ﹤0.01% | 6231 |
|
|
2015
Q4 | $44K | Buy |
5,574
+489
| +10% | +$3.83K | ﹤0.01% | 5925 |
|
|
2015
Q3 | $40K | Buy |
5,085
+851
| +20% | +$6.47K | ﹤0.01% | 6020 |
|
|
2015
Q2 | $32K | Sell |
4,234
-3,650
| -46% | -$29.8K | ﹤0.01% | 6414 |
|
|
2015
Q1 | $66K | Sell |
7,884
-16,367
| -67% | -$147K | ﹤0.01% | 5778 |
|
|
2014
Q4 | $243K | Buy |
+24,251
| New | +$241K | ﹤0.01% | 4851 |
|
Other funds holding CALX
VPM
VCM
CAM