Carson Wealth (CWM LLC)’s Alico ALCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20K | Buy |
619
+15
| +2% | +$485 | ﹤0.01% | 3890 |
|
|
2025
Q1 | $18K | Buy |
604
+73
| +14% | +$2.18K | ﹤0.01% | 3732 |
|
|
2024
Q4 | $14K | Buy |
531
+207
| +64% | +$5.46K | ﹤0.01% | 3654 |
|
|
2024
Q3 | $9K | Buy |
324
+117
| +57% | +$3.25K | ﹤0.01% | 3807 |
|
|
2024
Q2 | $5K | Sell |
207
-465
| -69% | -$11.2K | ﹤0.01% | 3834 |
|
|
2024
Q1 | $20K | Buy |
672
+5
| +0.7% | +$149 | ﹤0.01% | 2893 |
|
|
2023
Q4 | $19K | Buy |
667
+297
| +80% | +$8.46K | ﹤0.01% | 2787 |
|
|
2023
Q3 | $9K | Buy |
370
+283
| +325% | +$6.88K | ﹤0.01% | 3158 |
|
|
2023
Q2 | $2K | Buy |
87
+54
| +164% | +$1.24K | ﹤0.01% | 3735 |
|
|
2023
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 3754 |
|
|
2022
Q4 | $1K | Sell |
33
-75
| -69% | -$2.27K | ﹤0.01% | 3672 |
|
|
2022
Q3 | $3K | Buy |
+108
| New | +$3K | ﹤0.01% | 3256 |
|