AWM
Accurate Wealth Management’s Cal-Maine CALM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $761K | Sell |
7,559
-4,699
| -38% | -$473K | 0.12% | 190 |
|
|
2025
Q1 | $1.21M | Sell |
12,258
-1,384
| -10% | -$137K | 0.23% | 102 |
|
|
2024
Q4 | $1.39M | Sell |
13,642
-19
| -0.1% | -$1.94K | 0.27% | 94 |
|
|
2024
Q3 | $1.26M | Sell |
13,661
-302
| -2% | -$27.9K | 0.25% | 95 |
|
|
2024
Q2 | $876K | Buy |
13,963
+1,242
| +10% | +$77.9K | 0.21% | 103 |
|
|
2024
Q1 | $764K | Buy |
12,721
+4,509
| +55% | +$271K | 0.22% | 102 |
|
|
2023
Q4 | $445K | Buy |
8,212
+3,630
| +79% | +$197K | 0.14% | 153 |
|
|
2023
Q3 | $209K | Buy |
+4,582
| New | +$209K | 0.07% | 253 |
|
|
2023
Q1 | – | Sell |
-112
| Closed | -$6K | – | 419 |
|
|
2022
Q4 | $6K | Buy |
+112
| New | +$6K | ﹤0.01% | 977 |
|