Carson Wealth (CWM LLC)’s Fresh Del Monte Produce FDP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$977K Sell
30,141
-1,299
-4% -$42.1K ﹤0.01% 1243
2025
Q1
$969K Sell
31,440
-3,813
-11% -$118K ﹤0.01% 1141
2024
Q4
$1.17M Sell
35,253
-1,751
-5% -$58.2K ﹤0.01% 1004
2024
Q3
$1.09M Buy
37,004
+1,449
+4% +$42.8K ﹤0.01% 974
2024
Q2
$777K Sell
35,555
-1,556
-4% -$34K ﹤0.01% 1027
2024
Q1
$962K Sell
37,111
-1,805
-5% -$46.8K ﹤0.01% 868
2023
Q4
$1.02M Sell
38,916
-3,041
-7% -$79.9K 0.01% 798
2023
Q3
$1.08M Sell
41,957
-2,798
-6% -$72.3K 0.01% 709
2023
Q2
$1.15M Sell
44,755
-2,835
-6% -$72.9K 0.01% 668
2023
Q1
$1.43M Sell
47,590
-237
-0.5% -$7.14K 0.01% 551
2022
Q4
$1.25M Buy
47,827
+1,696
+4% +$44.4K 0.01% 549
2022
Q3
$1.07M Sell
46,131
-2,024
-4% -$47K 0.01% 543
2022
Q2
$1.42M Sell
48,155
-1,595
-3% -$47.1K 0.01% 467
2022
Q1
$1.29M Sell
49,750
-7,749
-13% -$201K 0.01% 501
2021
Q4
$1.59M Buy
+57,499
New +$1.59M 0.01% 484
2021
Q2
$2.09M Hold
63,643
0.02% 415
2021
Q1
$2.09M Hold
63,643
0.02% 415
2020
Q4
$2.09M Hold
63,643
0.02% 415
2020
Q3
$2.09M Hold
63,643
0.02% 415
2020
Q2
$2.09M Hold
63,643
0.02% 415
2020
Q1
$2.09M Hold
63,643
0.02% 415
2019
Q4
$2.09M Hold
63,643
0.02% 415
2019
Q3
$2.09M Hold
63,643
0.02% 415
2019
Q2
$2.09M Hold
63,643
0.02% 415
2019
Q1
$2.09M Buy
63,643
+63,621
+289,186% +$2.09M 0.02% 415
2018
Q4
$1K Hold
22
﹤0.01% 1879
2018
Q3
$1K Hold
22
﹤0.01% 1655
2018
Q2
$1K Buy
+22
New +$1K ﹤0.01% 1508