EverSource Wealth Advisors’s Calavo Growers CVGW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-483
| Closed | -$12.5K | – | 4427 |
|
|
2026
Q1 | $12.5K | Sell |
483
-95
| -16% | -$2.38K | ﹤0.01% | 2794 |
|
|
2025
Q4 | $12.6K | Sell |
578
-178
| -24% | -$3.95K | ﹤0.01% | 2689 |
|
|
2025
Q3 | $19.5K | Sell |
756
-158
| -17% | -$4.26K | ﹤0.01% | 2376 |
|
|
2025
Q2 | $24.3K | Buy |
914
+797
| +681% | +$20.8K | ﹤0.01% | 2149 |
|
|
2025
Q1 | $2.81K | Buy |
117
+24
| +26% | +$564 | ﹤0.01% | 2768 |
|
|
2024
Q4 | $2.37K | Buy |
93
+16
| +21% | +$435 | ﹤0.01% | 2649 |
|
|
2024
Q3 | $2.2K | Hold |
77
| – | – | ﹤0.01% | 2518 |
|
|
2024
Q2 | $1.83K | Buy |
+77
| New | +$2.02K | ﹤0.01% | 2577 |
|
|
2023
Q1 | – | Sell |
-56
| Closed | -$1.65K | – | 2416 |
|
|
2022
Q4 | $1.65K | Hold |
56
| – | – | ﹤0.01% | 1971 |
|
|
2022
Q3 | $2K | Hold |
56
| – | – | ﹤0.01% | 1649 |
|
|
2022
Q2 | $2K | Sell |
56
-76
| -58% | -$2.75K | ﹤0.01% | 1487 |
|
|
2022
Q1 | $5K | Sell |
132
-40
| -23% | -$1.63K | ﹤0.01% | 1230 |
|
|
2021
Q4 | $7K | Buy |
+172
| New | +$7.04K | ﹤0.01% | 1096 |
|
Other funds holding CVGW
EverSource Wealth Advisors's CVGW Position: Q2 2026 in Review
EverSource Wealth Advisors sold out of Calavo Growers (CVGW) in Q2 2026, closing a stake of 483 shares — an estimated $12.5K sold.
EverSource Wealth Advisors first reported a position in CVGW in Q4 2021 and held it in 13 quarters. The position peaked at $24.3K in Q2 2025. 1 fund tracked by Wall St. Rank holds CVGW as of Q2 2026.
- EverSource Wealth Advisors reported no remaining Calavo Growers position as of Q2 2026 after selling out during the quarter.
- EverSource Wealth Advisors sold 483 Calavo Growers shares in Q2 2026, an estimated $12.5K.
- EverSource Wealth Advisors first reported a position in Calavo Growers in Q4 2021 and held it in 13 quarters.
- EverSource Wealth Advisors's Calavo Growers position peaked at $24.3K in Q2 2025.
- 1 fund tracked by Wall St. Rank held Calavo Growers as of Q2 2026.
Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.