Creative Planning’s Fresh Del Monte Produce FDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $748K | Buy |
23,073
+9,307
| +68% | +$302K | ﹤0.01% | 2091 |
|
|
2025
Q1 | $424K | Buy |
13,766
+3,610
| +36% | +$111K | ﹤0.01% | 2442 |
|
|
2024
Q4 | $337K | Buy |
10,156
+1,316
| +15% | +$43.7K | ﹤0.01% | 2553 |
|
|
2024
Q3 | $261K | Buy |
+8,840
| New | +$261K | ﹤0.01% | 2638 |
|
|
2017
Q3 | – | Sell |
-153
| Closed | -$8K | – | 2428 |
|
|
2017
Q2 | $8K | Hold |
153
| – | – | ﹤0.01% | 3690 |
|
|
2017
Q1 | $9K | Hold |
153
| – | – | ﹤0.01% | 3601 |
|
|
2016
Q4 | $9K | Hold |
153
| – | – | ﹤0.01% | 3547 |
|
|
2016
Q3 | $9K | Buy |
+153
| New | +$9K | ﹤0.01% | 3510 |
|
|
2015
Q2 | – | Sell |
-300
| Closed | -$12K | – | 1652 |
|
|
2015
Q1 | $12K | Hold |
300
| – | – | ﹤0.01% | 3036 |
|
|
2014
Q4 | $10K | Hold |
300
| – | – | ﹤0.01% | 3071 |
|
|
2014
Q3 | $10K | Sell |
300
-2,600
| -90% | -$86.7K | ﹤0.01% | 2893 |
|
|
2014
Q2 | $89K | Hold |
2,900
| – | – | ﹤0.01% | 1496 |
|
|
2014
Q1 | $80K | Hold |
2,900
| – | – | ﹤0.01% | 1519 |
|
|
2013
Q4 | $82K | Buy |
2,900
+2,600
| +867% | +$73.5K | ﹤0.01% | 1315 |
|
|
2013
Q3 | $9K | Buy |
+300
| New | +$9K | ﹤0.01% | 2499 |
|