FWSM
First Wilshire Securities Management’s Limoneira LMNR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.07M | Sell |
259,956
-1,445
| -0.6% | -$22.6K | 1.11% | 29 |
|
2025
Q1 | $4.63M | Sell |
261,401
-265,829
| -50% | -$4.71M | 1.33% | 25 |
|
2024
Q4 | $12.9M | Sell |
527,230
-165,982
| -24% | -$4.06M | 3.5% | 12 |
|
2024
Q3 | $18.4M | Sell |
693,212
-2,366
| -0.3% | -$62.7K | 5.16% | 5 |
|
2024
Q2 | $14.5M | Sell |
695,578
-3,683
| -0.5% | -$76.6K | 4.43% | 8 |
|
2024
Q1 | $13.7M | Sell |
699,261
-4,567
| -0.6% | -$89.3K | 4% | 8 |
|
2023
Q4 | $14.5M | Sell |
703,828
-22,056
| -3% | -$455K | 4.69% | 6 |
|
2023
Q3 | $11.1M | Buy |
725,884
+99,641
| +16% | +$1.53M | 3.81% | 7 |
|
2023
Q2 | $9.74M | Buy |
626,243
+3,285
| +0.5% | +$51.1K | 3.34% | 7 |
|
2023
Q1 | $10.4M | Buy |
622,958
+6,731
| +1% | +$112K | 3.54% | 8 |
|
2022
Q4 | $7.52M | Sell |
616,227
-10,926
| -2% | -$133K | 2.63% | 14 |
|
2022
Q3 | $8.27M | Buy |
627,153
+4,526
| +0.7% | +$59.7K | 3.34% | 10 |
|
2022
Q2 | $8.77M | Buy |
622,627
+186,621
| +43% | +$2.63M | 3.28% | 9 |
|
2022
Q1 | $6.4M | Buy |
436,006
+9,878
| +2% | +$145K | 2.25% | 11 |
|
2021
Q4 | $6.39M | Sell |
426,128
-6,578
| -2% | -$98.7K | 1.99% | 12 |
|
2021
Q3 | $7M | Buy |
432,706
+2,125
| +0.5% | +$34.4K | 2.32% | 12 |
|
2021
Q2 | $7.56M | Sell |
430,581
-1,685
| -0.4% | -$29.6K | 2.65% | 11 |
|
2021
Q1 | $7.57M | Buy |
432,266
+79,803
| +23% | +$1.4M | 2.83% | 11 |
|
2020
Q4 | $5.87M | Buy |
352,463
+212,733
| +152% | +$3.54M | 2.36% | 12 |
|
2020
Q3 | $2M | Sell |
139,730
-43,377
| -24% | -$620K | 0.95% | 23 |
|
2020
Q2 | $2.65M | Buy |
183,107
+2,888
| +2% | +$41.8K | 1.23% | 21 |
|
2020
Q1 | $2.36M | Buy |
180,219
+77,276
| +75% | +$1.01M | 1.33% | 27 |
|
2019
Q4 | $1.98M | Sell |
102,943
-1,325
| -1% | -$25.5K | 0.74% | 39 |
|
2019
Q3 | $1.91M | Sell |
104,268
-1,725
| -2% | -$31.7K | 0.73% | 36 |
|
2019
Q2 | $2.11M | Sell |
105,993
-56,506
| -35% | -$1.13M | 0.84% | 39 |
|
2019
Q1 | $3.82M | Sell |
162,499
-879
| -0.5% | -$20.7K | 1.3% | 28 |
|
2018
Q4 | $3.19M | Sell |
163,378
-2,185
| -1% | -$42.7K | 1.2% | 30 |
|
2018
Q3 | $4.32M | Sell |
165,563
-150
| -0.1% | -$3.92K | 1.27% | 28 |
|
2018
Q2 | $4.08M | Buy |
165,713
+24,326
| +17% | +$599K | 1.21% | 33 |
|
2018
Q1 | $3.36M | Buy |
141,387
+3,126
| +2% | +$74.2K | 0.93% | 38 |
|
2017
Q4 | $3.1M | Sell |
138,261
-1,192
| -0.9% | -$26.7K | 0.85% | 38 |
|
2017
Q3 | $3.23M | Sell |
139,453
-1,575
| -1% | -$36.5K | 0.92% | 37 |
|
2017
Q2 | $3.33M | Sell |
141,028
-1,549
| -1% | -$36.6K | 0.95% | 37 |
|
2017
Q1 | $2.98M | Buy |
142,577
+47,096
| +49% | +$985K | 0.86% | 41 |
|
2016
Q4 | $2.05M | Sell |
95,481
-425
| -0.4% | -$9.14K | 0.59% | 49 |
|
2016
Q3 | $1.81M | Buy |
95,906
+2,926
| +3% | +$55.3K | 0.54% | 51 |
|
2016
Q2 | $1.64M | Buy |
92,980
+344
| +0.4% | +$6.06K | 0.53% | 53 |
|
2016
Q1 | $1.41M | Sell |
92,636
-274
| -0.3% | -$4.17K | 0.47% | 56 |
|
2015
Q4 | $1.39M | Sell |
92,910
-2,375
| -2% | -$35.5K | 0.39% | 57 |
|
2015
Q3 | $1.59M | Buy |
95,285
+226
| +0.2% | +$3.78K | 0.42% | 54 |
|
2015
Q2 | $2.11M | Sell |
95,059
-3,000
| -3% | -$66.7K | 0.48% | 50 |
|
2015
Q1 | $2.14M | Sell |
98,059
-8,290
| -8% | -$181K | 0.44% | 51 |
|
2014
Q4 | $2.66M | Sell |
106,349
-1,625
| -2% | -$40.6K | 0.47% | 55 |
|
2014
Q3 | $2.56M | Buy |
107,974
+1,305
| +1% | +$30.9K | 0.46% | 52 |
|
2014
Q2 | $2.34M | Buy |
106,669
+14,407
| +16% | +$317K | 0.36% | 55 |
|
2014
Q1 | $2.09M | Buy |
92,262
+11,990
| +15% | +$272K | 0.33% | 58 |
|
2013
Q4 | $2.13M | Hold |
80,272
| – | – | 0.33% | 62 |
|
2013
Q3 | $2.06M | Buy |
80,272
+7,700
| +11% | +$198K | 0.33% | 60 |
|
2013
Q2 | $1.5M | Buy |
+72,572
| New | +$1.5M | 0.26% | 64 |
|