Wells Fargo’s Calix CALX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.91M | Buy |
35,840
+2,717
| +8% | +$145K | ﹤0.01% | 2942 |
|
2025
Q1 | $1.17M | Buy |
33,123
+522
| +2% | +$18.5K | ﹤0.01% | 3170 |
|
2024
Q4 | $1.14M | Sell |
32,601
-5,512
| -14% | -$192K | ﹤0.01% | 3185 |
|
2024
Q3 | $1.48M | Buy |
38,113
+8,979
| +31% | +$348K | ﹤0.01% | 2969 |
|
2024
Q2 | $1.03M | Buy |
29,134
+7,545
| +35% | +$267K | ﹤0.01% | 3160 |
|
2024
Q1 | $716K | Buy |
21,589
+2,083
| +11% | +$69.1K | ﹤0.01% | 3321 |
|
2023
Q4 | $852K | Buy |
19,506
+2,170
| +13% | +$94.8K | ﹤0.01% | 3211 |
|
2023
Q3 | $795K | Sell |
17,336
-13,031
| -43% | -$597K | ﹤0.01% | 3232 |
|
2023
Q2 | $1.52M | Buy |
30,367
+14,770
| +95% | +$737K | ﹤0.01% | 2972 |
|
2023
Q1 | $836K | Buy |
15,597
+10,017
| +180% | +$537K | ﹤0.01% | 3275 |
|
2022
Q4 | $382K | Sell |
5,580
-32,606
| -85% | -$2.23M | ﹤0.01% | 3565 |
|
2022
Q3 | $2.33M | Sell |
38,186
-9,527
| -20% | -$582K | ﹤0.01% | 2460 |
|
2022
Q2 | $1.63M | Sell |
47,713
-88,877
| -65% | -$3.03M | ﹤0.01% | 2785 |
|
2022
Q1 | $5.86M | Buy |
136,590
+42,731
| +46% | +$1.83M | ﹤0.01% | 2193 |
|
2021
Q4 | $7.51M | Buy |
93,859
+11,512
| +14% | +$921K | ﹤0.01% | 2019 |
|
2021
Q3 | $4.07M | Sell |
82,347
-21,899
| -21% | -$1.08M | ﹤0.01% | 2891 |
|
2021
Q2 | $4.95M | Sell |
104,246
-38,756
| -27% | -$1.84M | ﹤0.01% | 2765 |
|
2021
Q1 | $4.96M | Sell |
143,002
-13,866
| -9% | -$481K | ﹤0.01% | 2726 |
|
2020
Q4 | $4.67M | Sell |
156,868
-46,455
| -23% | -$1.38M | ﹤0.01% | 2796 |
|
2020
Q3 | $3.62M | Buy |
203,323
+75,086
| +59% | +$1.33M | ﹤0.01% | 2770 |
|
2020
Q2 | $1.91M | Buy |
128,237
+36,427
| +40% | +$543K | ﹤0.01% | 3237 |
|
2020
Q1 | $650K | Buy |
91,810
+6,800
| +8% | +$48.1K | ﹤0.01% | 3728 |
|
2019
Q4 | $680K | Buy |
85,010
+3,155
| +4% | +$25.2K | ﹤0.01% | 4043 |
|
2019
Q3 | $523K | Sell |
81,855
-220,772
| -73% | -$1.41M | ﹤0.01% | 4232 |
|
2019
Q2 | $1.99M | Buy |
302,627
+25,727
| +9% | +$169K | ﹤0.01% | 3337 |
|
2019
Q1 | $2.13M | Buy |
276,900
+162,624
| +142% | +$1.25M | ﹤0.01% | 3287 |
|
2018
Q4 | $1.11M | Buy |
114,276
+49,438
| +76% | +$482K | ﹤0.01% | 3687 |
|
2018
Q3 | $525K | Buy |
64,838
+2,276
| +4% | +$18.4K | ﹤0.01% | 4303 |
|
2018
Q2 | $488K | Sell |
62,562
-1,218
| -2% | -$9.5K | ﹤0.01% | 4365 |
|
2018
Q1 | $437K | Buy |
63,780
+797
| +1% | +$5.46K | ﹤0.01% | 4377 |
|
2017
Q4 | $375K | Buy |
62,983
+17,634
| +39% | +$105K | ﹤0.01% | 4467 |
|
2017
Q3 | $229K | Buy |
45,349
+17,295
| +62% | +$87.3K | ﹤0.01% | 4689 |
|
2017
Q2 | $192K | Buy |
28,054
+729
| +3% | +$4.99K | ﹤0.01% | 4649 |
|
2017
Q1 | $198K | Hold |
27,325
| – | – | ﹤0.01% | 4644 |
|
2016
Q4 | $210K | Buy |
27,325
+12,821
| +88% | +$98.5K | ﹤0.01% | 4568 |
|
2016
Q3 | $107K | Buy |
14,504
+3,382
| +30% | +$25K | ﹤0.01% | 4675 |
|
2016
Q2 | $77K | Sell |
11,122
-1,147
| -9% | -$7.94K | ﹤0.01% | 4785 |
|
2016
Q1 | $87K | Sell |
12,269
-129
| -1% | -$915 | ﹤0.01% | 4754 |
|
2015
Q4 | $98K | Sell |
12,398
-40
| -0.3% | -$316 | ﹤0.01% | 4730 |
|
2015
Q3 | $97K | Sell |
12,438
-5,655
| -31% | -$44.1K | ﹤0.01% | 4724 |
|
2015
Q2 | $137K | Buy |
18,093
+8,778
| +94% | +$66.5K | ﹤0.01% | 4672 |
|
2015
Q1 | $78K | Buy |
9,315
+4,752
| +104% | +$39.8K | ﹤0.01% | 4671 |
|
2014
Q4 | $45K | Buy |
4,563
+2,653
| +139% | +$26.2K | ﹤0.01% | 4853 |
|
2014
Q3 | $18K | Sell |
1,910
-1,041
| -35% | -$9.81K | ﹤0.01% | 5188 |
|
2014
Q2 | $24K | Buy |
+2,951
| New | +$24K | ﹤0.01% | 5151 |
|
2014
Q1 | – | Sell |
-396
| Closed | -$4K | – | 5639 |
|
2013
Q4 | $4K | Hold |
396
| – | – | ﹤0.01% | 5250 |
|
2013
Q3 | $5K | Hold |
396
| – | – | ﹤0.01% | 5149 |
|
2013
Q2 | $4K | Buy |
+396
| New | +$4K | ﹤0.01% | 5121 |
|