MWM
Mission Wealth Management’s Campbell Soup CPB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,501
| Closed | -$260K | – | 652 |
|
|
2025
Q1 | $260K | Sell |
6,501
-1,533
| -19% | -$61.2K | 0.01% | 551 |
|
|
2024
Q4 | $336K | Buy |
8,034
+5
| +0.1% | +$209 | 0.01% | 507 |
|
|
2024
Q3 | $393K | Sell |
8,029
-2,204
| -22% | -$108K | 0.01% | 463 |
|
|
2024
Q2 | $462K | Buy |
10,233
+8
| +0.1% | +$362 | 0.01% | 407 |
|
|
2024
Q1 | $455K | Sell |
10,225
-4,227
| -29% | -$188K | 0.01% | 431 |
|
|
2023
Q4 | $625K | Buy |
+14,452
| New | +$625K | 0.02% | 317 |
|
|
2018
Q2 | – | Sell |
-5,817
| Closed | -$252K | – | 271 |
|
|
2018
Q1 | $252K | Buy |
5,817
+620
| +12% | +$26.9K | 0.04% | 186 |
|
|
2017
Q4 | $250K | Buy |
5,197
+249
| +5% | +$12K | 0.04% | 175 |
|
|
2017
Q3 | $232K | Buy |
+4,948
| New | +$232K | 0.04% | 167 |
|