A detailed history of Congress Wealth Management LLC transactions in Calix, Inc stock. As of the latest transaction made, Congress Wealth Management LLC holds 246,830 shares of CALX stock, worth $8.2 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
246,830
Previous 190,484 29.58%
Holding current value
$8.2 Million
Previous $6.75 Million 41.85%
% of portfolio
0.13%
Previous 0.11%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$33.63 - $41.13 $1.89 Million - $2.32 Million
56,346 Added 29.58%
246,830 $9.57 Million
Q2 2024

Aug 13, 2024

BUY
$27.73 - $36.37 $406,993 - $533,802
14,677 Added 8.35%
190,484 $6.75 Million
Q1 2024

Apr 18, 2024

BUY
$32.64 - $44.53 $1.67 Million - $2.27 Million
51,084 Added 40.96%
175,807 $5.83 Million
Q4 2023

Feb 09, 2024

SELL
$32.71 - $45.91 $941,720 - $1.32 Million
-28,790 Reduced 18.75%
124,723 $5.45 Million
Q3 2023

Oct 30, 2023

BUY
$40.13 - $50.89 $1.73 Million - $2.19 Million
43,052 Added 38.97%
153,513 $7.04 Million
Q2 2023

Jul 13, 2023

BUY
$42.62 - $56.0 $1.08 Million - $1.42 Million
25,406 Added 29.87%
110,461 $5.51 Million
Q1 2023

Apr 14, 2023

BUY
$46.97 - $69.45 $4 Million - $5.91 Million
85,055 New
85,055 $4.56 Million

Others Institutions Holding CALX

About CALIX, INC


  • Ticker CALX
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 65,441,300
  • Market Cap $2.17B
  • Description
  • Calix, Inc., together with its subsidiaries, provides cloud and software platforms, and systems and services in the United States, rest of Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company's cloud and software platforms, and systems and services enable broadband service providers (BSPs) to provide a range of services. ...
More about CALX
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