Carson Wealth (CWM LLC)’s Limoneira LMNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $36K | Buy |
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|
2025
Q2 | $16K | Buy |
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|
2025
Q1 | $4K | Buy |
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|
2024
Q4 | $4K | Buy |
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|
2024
Q3 | $3K | Sell |
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|
2024
Q2 | $816K | Sell |
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|
2024
Q1 | $1.05M | Buy |
|
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|
2023
Q4 | $1.1M | Hold |
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|
2023
Q3 | $819K | Hold |
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|
2023
Q2 | $832K | Hold |
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|
2023
Q1 | $891K | Hold |
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|
2022
Q4 | $653K | Hold |
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|
2022
Q3 | $705K | Sell |
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|
2022
Q2 | $755K | Buy |
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|
2022
Q1 | $723K | Sell |
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|
2021
Q4 | $740K | Buy |
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|
2021
Q2 | $859K | Hold |
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|
2021
Q1 | $859K | Hold |
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|
2020
Q4 | $859K | Hold |
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|
2020
Q3 | $859K | Hold |
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|
2020
Q2 | $859K | Hold |
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|
2020
Q1 | $859K | Hold |
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|
2019
Q4 | $859K | Hold |
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|
2019
Q3 | $859K | Hold |
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|
2019
Q2 | $859K | Hold |
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|
2019
Q1 | $859K | Buy |
|