Ulland Investment 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 | $1.04M | Sell |
5,952
-148
| -2% | -$25.8K | 0.79% | 29 |
|
|
2025
Q1 | $962K | Sell |
6,100
-369
| -6% | -$58.2K | 0.8% | 29 |
|
|
2024
Q4 | $976K | Buy |
6,469
+20
| +0.3% | +$3.02K | 0.62% | 28 |
|
|
2024
Q3 | $992K | Buy |
6,449
+893
| +16% | +$137K | 0.73% | 29 |
|
|
2024
Q2 | $675K | Buy |
5,556
+3,778
| +212% | +$459K | 0.47% | 33 |
|
|
2024
Q1 | $180K | Buy |
+1,778
| New | +$180K | 0.14% | 65 |
|