Carson Wealth (CWM LLC)’s Limoneira LMNR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16K | Buy |
1,003
+766
| +323% | +$12.2K | ﹤0.01% | 4042 |
|
|
2025
Q1 | $4K | Buy |
237
+90
| +61% | +$1.52K | ﹤0.01% | 4541 |
|
|
2024
Q4 | $4K | Buy |
147
+36
| +32% | +$980 | ﹤0.01% | 4322 |
|
|
2024
Q3 | $3K | Sell |
111
-39,082
| -100% | -$1.06M | ﹤0.01% | 4287 |
|
|
2024
Q2 | $816K | Sell |
39,193
-14,284
| -27% | -$297K | ﹤0.01% | 1008 |
|
|
2024
Q1 | $1.05M | Buy |
53,477
+4
| +0% | +$78 | 0.01% | 833 |
|
|
2023
Q4 | $1.1M | Hold |
53,473
| – | – | 0.01% | 765 |
|
|
2023
Q3 | $819K | Hold |
53,473
| – | – | 0.01% | 820 |
|
|
2023
Q2 | $832K | Hold |
53,473
| – | – | 0.01% | 776 |
|
|
2023
Q1 | $891K | Hold |
53,473
| – | – | 0.01% | 689 |
|
|
2022
Q4 | $653K | Hold |
53,473
| – | – | ﹤0.01% | 723 |
|
|
2022
Q3 | $705K | Sell |
53,473
-113
| -0.2% | -$1.49K | 0.01% | 647 |
|
|
2022
Q2 | $755K | Buy |
53,586
+4,358
| +9% | +$61.4K | 0.01% | 626 |
|
|
2022
Q1 | $723K | Sell |
49,228
-97
| -0.2% | -$1.43K | 0.01% | 633 |
|
|
2021
Q4 | $740K | Buy |
+49,325
| New | +$740K | 0.01% | 630 |
|
|
2021
Q2 | $859K | Hold |
48,957
| – | – | 0.01% | 588 |
|
|
2021
Q1 | $859K | Hold |
48,957
| – | – | 0.01% | 588 |
|
|
2020
Q4 | $859K | Hold |
48,957
| – | – | 0.01% | 588 |
|
|
2020
Q3 | $859K | Hold |
48,957
| – | – | 0.01% | 588 |
|
|
2020
Q2 | $859K | Hold |
48,957
| – | – | 0.01% | 588 |
|
|
2020
Q1 | $859K | Hold |
48,957
| – | – | 0.01% | 588 |
|
|
2019
Q4 | $859K | Hold |
48,957
| – | – | 0.01% | 588 |
|
|
2019
Q3 | $859K | Hold |
48,957
| – | – | 0.01% | 588 |
|
|
2019
Q2 | $859K | Hold |
48,957
| – | – | 0.01% | 588 |
|
|
2019
Q1 | $859K | Buy |
+48,957
| New | +$859K | 0.01% | 588 |
|