SSWM
Smith Salley Wealth Management’s Cal-Maine CALM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $458K | Hold |
4,600
| – | – | 0.03% | 177 |
|
2025
Q1 | $418K | Hold |
4,600
| – | – | 0.03% | 184 |
|
2024
Q4 | $473K | Sell |
4,600
-1,100
| -19% | -$113K | 0.03% | 173 |
|
2024
Q3 | $427K | Hold |
5,700
| – | – | 0.03% | 184 |
|
2024
Q2 | $348K | Sell |
5,700
-300
| -5% | -$18.3K | 0.03% | 191 |
|
2024
Q1 | $353K | Hold |
6,000
| – | – | 0.03% | 190 |
|
2023
Q4 | $344K | Sell |
6,000
-320
| -5% | -$18.4K | 0.02% | 201 |
|
2023
Q3 | $306K | Hold |
6,320
| – | – | 0.02% | 198 |
|
2023
Q2 | $284K | Sell |
6,320
-11,400
| -64% | -$513K | 0.02% | 203 |
|
2023
Q1 | $1.08M | Buy |
+17,720
| New | +$1.08M | 0.09% | 124 |
|