Valeo Financial Advisors’s Campbell Soup CPB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $348K | Sell |
11,340
-335
| -3% | -$10.3K | 0.01% | 527 |
|
2025
Q1 | $466K | Buy |
11,675
+1,269
| +12% | +$50.7K | 0.01% | 423 |
|
2024
Q4 | $436K | Buy |
10,406
+2,217
| +27% | +$92.9K | 0.01% | 436 |
|
2024
Q3 | $401K | Sell |
8,189
-506
| -6% | -$24.8K | 0.01% | 459 |
|
2024
Q2 | $393K | Buy |
8,695
+36
| +0.4% | +$1.63K | 0.01% | 452 |
|
2024
Q1 | $394K | Sell |
8,659
-2,087
| -19% | -$95K | 0.01% | 435 |
|
2023
Q4 | $465K | Buy |
10,746
+3,483
| +48% | +$151K | 0.02% | 384 |
|
2023
Q3 | $298K | Sell |
7,263
-265
| -4% | -$10.9K | 0.01% | 459 |
|
2023
Q2 | $344K | Sell |
7,528
-973
| -11% | -$44.5K | 0.02% | 399 |
|
2023
Q1 | $467K | Buy |
8,501
+1,135
| +15% | +$62.4K | 0.02% | 352 |
|
2022
Q4 | $418K | Sell |
7,366
-983
| -12% | -$55.8K | 0.02% | 309 |
|
2022
Q3 | $393K | Hold |
8,349
| – | – | 0.03% | 289 |
|
2022
Q2 | $401K | Sell |
8,349
-7,609
| -48% | -$365K | 0.03% | 284 |
|
2022
Q1 | $711K | Buy |
15,958
+2,613
| +20% | +$116K | 0.04% | 242 |
|
2021
Q4 | $580K | Buy |
13,345
+637
| +5% | +$27.7K | 0.03% | 269 |
|
2021
Q3 | $531K | Buy |
12,708
+5,718
| +82% | +$239K | 0.03% | 271 |
|
2021
Q2 | $319K | Buy |
6,990
+1,161
| +20% | +$53K | 0.02% | 330 |
|
2021
Q1 | $293K | Buy |
5,829
+5,228
| +870% | +$263K | 0.01% | 354 |
|
2020
Q4 | $29K | Sell |
601
-500
| -45% | -$24.1K | ﹤0.01% | 914 |
|
2020
Q3 | $53K | Buy |
1,101
+692
| +169% | +$33.3K | ﹤0.01% | 626 |
|
2020
Q2 | $20K | Buy |
409
+134
| +49% | +$6.55K | ﹤0.01% | 998 |
|
2020
Q1 | $13K | Hold |
275
| – | – | ﹤0.01% | 958 |
|
2019
Q4 | $14K | Hold |
275
| – | – | ﹤0.01% | 985 |
|
2019
Q3 | $13K | Hold |
275
| – | – | ﹤0.01% | 947 |
|
2019
Q2 | $11K | Hold |
275
| – | – | ﹤0.01% | 985 |
|
2019
Q1 | $10K | Hold |
275
| – | – | ﹤0.01% | 951 |
|
2018
Q4 | $9K | Sell |
275
-500
| -65% | -$16.4K | ﹤0.01% | 894 |
|
2018
Q3 | $29K | Sell |
775
-7,129
| -90% | -$267K | ﹤0.01% | 653 |
|
2018
Q2 | $328K | Buy |
7,904
+1,830
| +30% | +$75.9K | 0.05% | 214 |
|
2018
Q1 | $263K | Sell |
6,074
-474
| -7% | -$20.5K | 0.04% | 219 |
|
2017
Q4 | $315K | Buy |
6,548
+5,684
| +658% | +$273K | 0.05% | 188 |
|
2017
Q3 | $40K | Buy |
+864
| New | +$40K | 0.01% | 437 |
|