IWA
Icon Wealth Advisors’s Cal-Maine CALM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Sell |
4,792
-981
| -17% | -$97.7K | 0.03% | 248 |
|
|
2025
Q1 | $525K | Buy |
5,773
+1,005
| +21% | +$91.4K | 0.04% | 214 |
|
|
2024
Q4 | $491K | Buy |
4,768
+556
| +13% | +$57.2K | 0.04% | 217 |
|
|
2024
Q3 | $315K | Buy |
4,212
+393
| +10% | +$29.4K | 0.03% | 287 |
|
|
2024
Q2 | $273K | Buy |
3,819
+1,545
| +68% | +$111K | 0.02% | 291 |
|
|
2024
Q1 | $134K | Buy |
+2,274
| New | +$134K | 0.01% | 411 |
|