Wells Fargo’s Limoneira LMNR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $323K | Buy |
20,612
+778
| +4% | +$12.2K | ﹤0.01% | 4077 |
|
2025
Q1 | $351K | Buy |
19,834
+219
| +1% | +$3.88K | ﹤0.01% | 3896 |
|
2024
Q4 | $480K | Buy |
19,615
+2,116
| +12% | +$51.8K | ﹤0.01% | 3747 |
|
2024
Q3 | $464K | Buy |
17,499
+326
| +2% | +$8.64K | ﹤0.01% | 3673 |
|
2024
Q2 | $357K | Buy |
17,173
+1,493
| +10% | +$31.1K | ﹤0.01% | 3783 |
|
2024
Q1 | $307K | Buy |
15,680
+793
| +5% | +$15.5K | ﹤0.01% | 3855 |
|
2023
Q4 | $307K | Buy |
14,887
+1,066
| +8% | +$22K | ﹤0.01% | 3833 |
|
2023
Q3 | $212K | Sell |
13,821
-2,331
| -14% | -$35.7K | ﹤0.01% | 4010 |
|
2023
Q2 | $251K | Buy |
16,152
+6,549
| +68% | +$102K | ﹤0.01% | 4209 |
|
2023
Q1 | $160K | Buy |
9,603
+4,002
| +71% | +$66.7K | ﹤0.01% | 4285 |
|
2022
Q4 | $68.4K | Sell |
5,601
-5,998
| -52% | -$73.2K | ﹤0.01% | 4425 |
|
2022
Q3 | $153K | Hold |
11,599
| – | – | ﹤0.01% | 4099 |
|
2022
Q2 | $163K | Sell |
11,599
-9,654
| -45% | -$136K | ﹤0.01% | 4139 |
|
2022
Q1 | $312K | Sell |
21,253
-2,758
| -11% | -$40.5K | ﹤0.01% | 4436 |
|
2021
Q4 | $361K | Buy |
24,011
+12,354
| +106% | +$186K | ﹤0.01% | 4590 |
|
2021
Q3 | $189K | Buy |
11,657
+157
| +1% | +$2.55K | ﹤0.01% | 4831 |
|
2021
Q2 | $202K | Sell |
11,500
-5,090
| -31% | -$89.4K | ﹤0.01% | 4731 |
|
2021
Q1 | $290K | Sell |
16,590
-29,313
| -64% | -$512K | ﹤0.01% | 4671 |
|
2020
Q4 | $764K | Buy |
45,903
+3,558
| +8% | +$59.2K | ﹤0.01% | 4148 |
|
2020
Q3 | $605K | Sell |
42,345
-8,426
| -17% | -$120K | ﹤0.01% | 4115 |
|
2020
Q2 | $736K | Buy |
50,771
+28,689
| +130% | +$416K | ﹤0.01% | 3946 |
|
2020
Q1 | $290K | Buy |
22,082
+2,903
| +15% | +$38.1K | ﹤0.01% | 4294 |
|
2019
Q4 | $369K | Sell |
19,179
-19,174
| -50% | -$369K | ﹤0.01% | 4481 |
|
2019
Q3 | $705K | Buy |
38,353
+1,000
| +3% | +$18.4K | ﹤0.01% | 4033 |
|
2019
Q2 | $744K | Buy |
37,353
+7,599
| +26% | +$151K | ﹤0.01% | 4020 |
|
2019
Q1 | $700K | Buy |
29,754
+1,474
| +5% | +$34.7K | ﹤0.01% | 4091 |
|
2018
Q4 | $552K | Buy |
28,280
+9,795
| +53% | +$191K | ﹤0.01% | 4150 |
|
2018
Q3 | $483K | Buy |
18,485
+1,283
| +7% | +$33.5K | ﹤0.01% | 4364 |
|
2018
Q2 | $424K | Sell |
17,202
-837
| -5% | -$20.6K | ﹤0.01% | 4467 |
|
2018
Q1 | $429K | Sell |
18,039
-61
| -0.3% | -$1.45K | ﹤0.01% | 4393 |
|
2017
Q4 | $405K | Buy |
18,100
+5,121
| +39% | +$115K | ﹤0.01% | 4418 |
|
2017
Q3 | $301K | Buy |
12,979
+3,886
| +43% | +$90.1K | ﹤0.01% | 4530 |
|
2017
Q2 | $215K | Buy |
9,093
+757
| +9% | +$17.9K | ﹤0.01% | 4583 |
|
2017
Q1 | $175K | Buy |
8,336
+410
| +5% | +$8.61K | ﹤0.01% | 4703 |
|
2016
Q4 | $170K | Buy |
7,926
+3,925
| +98% | +$84.2K | ﹤0.01% | 4674 |
|
2016
Q3 | $76K | Hold |
4,001
| – | – | ﹤0.01% | 4853 |
|
2016
Q2 | $70K | Sell |
4,001
-1,002
| -20% | -$17.5K | ﹤0.01% | 4845 |
|
2016
Q1 | $76K | Buy |
5,003
+945
| +23% | +$14.4K | ﹤0.01% | 4845 |
|
2015
Q4 | $61K | Sell |
4,058
-5,998
| -60% | -$90.2K | ﹤0.01% | 5010 |
|
2015
Q3 | $168K | Buy |
10,056
+5,479
| +120% | +$91.5K | ﹤0.01% | 4401 |
|
2015
Q2 | $102K | Buy |
4,577
+3,965
| +648% | +$88.4K | ﹤0.01% | 4875 |
|
2015
Q1 | $13K | Buy |
612
+93
| +18% | +$1.98K | ﹤0.01% | 5327 |
|
2014
Q4 | $13K | Sell |
519
-1,027
| -66% | -$25.7K | ﹤0.01% | 5303 |
|
2014
Q3 | $36K | Buy |
1,546
+749
| +94% | +$17.4K | ﹤0.01% | 4911 |
|
2014
Q2 | $18K | Buy |
+797
| New | +$18K | ﹤0.01% | 5264 |
|
2014
Q1 | – | Sell |
-427
| Closed | -$11K | – | 5729 |
|
2013
Q4 | $11K | Buy |
+427
| New | +$11K | ﹤0.01% | 5046 |
|