RSWM
Robertson Stephens Wealth Management’s Limoneira LMNR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Hold |
101,460
| – | – | 0.05% | 211 |
|
|
2025
Q1 | $1.81M | Hold |
101,460
| – | – | 0.06% | 197 |
|
|
2024
Q4 | $2.49M | Buy |
101,460
+60,010
| +145% | +$1.47M | 0.09% | 174 |
|
|
2024
Q3 | $1.1M | Hold |
41,450
| – | – | 0.04% | 264 |
|
|
2024
Q2 | $863K | Hold |
41,450
| – | – | 0.04% | 245 |
|
|
2024
Q1 | $814K | Hold |
41,450
| – | – | 0.04% | 264 |
|
|
2023
Q4 | $858K | Sell |
41,450
-5,000
| -11% | -$104K | 0.05% | 237 |
|
|
2023
Q3 | $712K | Hold |
46,450
| – | – | 0.05% | 252 |
|
|
2023
Q2 | $723K | Hold |
46,450
| – | – | 0.05% | 229 |
|
|
2023
Q1 | $774K | Hold |
46,450
| – | – | 0.06% | 232 |
|
|
2022
Q4 | $571K | Hold |
46,450
| – | – | 0.06% | 243 |
|
|
2022
Q3 | $612K | Hold |
46,450
| – | – | 0.06% | 194 |
|
|
2022
Q2 | $654K | Hold |
46,450
| – | – | 0.06% | 205 |
|
|
2022
Q1 | $681K | Buy |
+46,450
| New | +$681K | 0.06% | 221 |
|