PWA
Phoenix Wealth Advisors’s Conagra Brands CAG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,944
| Closed | -$212K | – | 127 |
|
|
2025
Q1 | $212K | Buy |
+7,944
| New | +$212K | 0.09% | 119 |
|
|
2024
Q4 | – | Sell |
-8,301
| Closed | -$270K | – | 121 |
|
|
2024
Q3 | $270K | Buy |
8,301
+18
| +0.2% | +$585 | 0.13% | 103 |
|
|
2024
Q2 | $235K | Buy |
8,283
+39
| +0.5% | +$1.11K | 0.12% | 114 |
|
|
2024
Q1 | $244K | Sell |
8,244
-167
| -2% | -$4.95K | 0.15% | 105 |
|
|
2023
Q4 | $248K | Sell |
8,411
-22
| -0.3% | -$650 | 0.17% | 100 |
|
|
2023
Q3 | $231K | Buy |
8,433
+68
| +0.8% | +$1.87K | 0.14% | 101 |
|
|
2023
Q2 | $282K | Sell |
8,365
-143
| -2% | -$4.82K | 0.16% | 91 |
|
|
2023
Q1 | $320K | Buy |
8,508
+513
| +6% | +$19.3K | 0.2% | 69 |
|
|
2022
Q4 | $309K | Buy |
7,995
+414
| +5% | +$16K | 0.19% | 76 |
|
|
2022
Q3 | $247K | Buy |
7,581
+54
| +0.7% | +$1.76K | 0.25% | 88 |
|
|
2022
Q2 | $258K | Buy |
7,527
+393
| +6% | +$13.5K | 0.25% | 92 |
|
|
2022
Q1 | $245K | Buy |
7,134
+527
| +8% | +$18.1K | 0.25% | 81 |
|
|
2021
Q4 | $226K | Sell |
6,607
-1,412
| -18% | -$48.3K | 0.17% | 110 |
|
|
2021
Q3 | $272K | Buy |
8,019
+50
| +0.6% | +$1.7K | 0.2% | 95 |
|
|
2021
Q2 | $286K | Buy |
7,969
+684
| +9% | +$24.5K | 0.21% | 96 |
|
|
2021
Q1 | $272K | Buy |
7,285
+1,116
| +18% | +$41.7K | 0.21% | 92 |
|
|
2020
Q4 | $224K | Buy |
+6,169
| New | +$224K | 0.17% | 101 |
|