CTWM
FPI

Cherry Tree Wealth Management’s Farmland Partners FPI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$115K Sell
10,000
-1,000
-9% -$11.5K 0.03% 202
2025
Q1
$123K Sell
11,000
-13,000
-54% -$145K 0.03% 196
2024
Q4
$282K Sell
24,000
-5,000
-17% -$58.8K 0.07% 135
2024
Q3
$303K Hold
29,000
0.07% 137
2024
Q2
$334K Sell
29,000
-1,000
-3% -$11.5K 0.08% 118
2024
Q1
$333K Hold
30,000
0.08% 121
2023
Q4
$374K Sell
30,000
-4,000
-12% -$49.9K 0.1% 106
2023
Q3
$349K Sell
34,000
-500
-1% -$5.13K 0.1% 102
2023
Q2
$421K Buy
+34,500
New +$421K 0.12% 92