AWM
AE Wealth Management’s Cal-Maine CALM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-7,359
| Closed | -$757K | – | 2161 |
|
2024
Q4 | $757K | Sell |
7,359
-10,497
| -59% | -$1.08M | 0.01% | 773 |
|
2024
Q3 | $1.34M | Buy |
17,856
+109
| +0.6% | +$8.16K | 0.01% | 639 |
|
2024
Q2 | $1.08M | Buy |
17,747
+12,917
| +267% | +$789K | 0.01% | 682 |
|
2024
Q1 | $284K | Sell |
4,830
-10,799
| -69% | -$635K | ﹤0.01% | 979 |
|
2023
Q4 | $878K | Buy |
15,629
+489
| +3% | +$27.5K | ﹤0.01% | 1203 |
|
2023
Q3 | $733K | Buy |
+15,140
| New | +$733K | ﹤0.01% | 1215 |
|
2022
Q3 | – | Sell |
-44,555
| Closed | -$2.2M | – | 1759 |
|
2022
Q2 | $2.2M | Buy |
+44,555
| New | +$2.2M | 0.02% | 635 |
|
2021
Q1 | – | Sell |
-6,148
| Closed | -$231K | – | 1475 |
|
2020
Q4 | $231K | Buy |
+6,148
| New | +$231K | ﹤0.01% | 1231 |
|
2020
Q3 | – | Sell |
-13,632
| Closed | -$606K | – | 1266 |
|
2020
Q2 | $606K | Buy |
+13,632
| New | +$606K | 0.01% | 787 |
|